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 7-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 | $474,542-100.0% | $246,730-100.0% | $474,542-100.0% |
| Participation rate | 0.0% | 87.2%-87.2pp | 50.0%-50.0pp | 87.2%-87.2pp |
| Annual return | 0.00% | 7.51%-7.5pp | 4.50%-4.5pp | 7.51%-7.5pp |
| Employer contribution / active EE | $0 | $27,752-100.0% | $19,000-100.0% | $27,752-100.0% |
| Participant deferral / active EE | $0 | $6,403-100.0% | - | $6,403-100.0% |
| Admin fee / account holder | $0 | $6,133-100.0% | $2,527-100.0% | $6,133-100.0% |