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 9-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 | $498,888-100.0% | $154,472-100.0% | $498,888-100.0% |
| Participation rate | 0.0% | 90.2%-90.2pp | 99.5%-99.5pp | 90.2%-90.2pp |
| Annual return | 13.00% | 8.46%+4.5pp | 13.65%-0.6pp | 8.46%+4.5pp |
| Employer contribution / active EE | $6,079 | $28,233-78.5% | $4,756+27.8% | $28,233-78.5% |
| Participant deferral / active EE | $6,079 | $11,296-46.2% | $8,120-25.1% | $11,296-46.2% |
| Admin fee / account holder | $0 | $67,015-100.0% | $1,396-100.0% | $67,015-100.0% |