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 | $405,731-100.0% | $147,304-100.0% | $405,731-100.0% |
| Participation rate | 0.0% | 91.9%-91.9pp | 84.4%-84.4pp | 91.9%-91.9pp |
| Annual return | 1.17% | 4.30%-3.1pp | 29.24%-28.1pp | 4.30%-3.1pp |
| Employer contribution / active EE | $4,201 | $26,636-84.2% | $5,766-27.1% | $26,636-84.2% |
| Participant deferral / active EE | $4,116 | $5,788-28.9% | $5,076-18.9% | $5,788-28.9% |
| Admin fee / account holder | $0 | $12,997-100.0% | $7,571-100.0% | $12,997-100.0% |