See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $575,287-100.0% | $727,807-100.0% | $575,287-100.0% |
| Participation rate | 0.0% | 88.5%-88.5pp | 79.1%-79.1pp | 88.5%-88.5pp |
| Annual return | 5.01% | 7.52%-2.5pp | 11.76%-6.7pp | 7.52%-2.5pp |
| Employer contribution / active EE | $3,812 | $26,761-85.8% | $20,120-81.1% | $26,761-85.8% |
| Participant deferral / active EE | $0 | $6,006-100.0% | $1,216-100.0% | $6,006-100.0% |
| Admin fee / account holder | $0 | $17,721-100.0% | $7,460-100.0% | $17,721-100.0% |