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 | $405,731-100.0% | $96,773-100.0% | $405,731-100.0% |
| Participation rate | 0.0% | 91.9%-91.9pp | 78.9%-78.9pp | 91.9%-91.9pp |
| Annual return | 0.00% | 4.30%-4.3pp | -7.74%+7.7pp | 4.30%-4.3pp |
| Employer contribution / active EE | $0 | $26,636-100.0% | $16,446-100.0% | $26,636-100.0% |
| Participant deferral / active EE | $0 | $5,788-100.0% | $1,447-100.0% | $5,788-100.0% |
| Admin fee / account holder | $0 | $12,997-100.0% | $1,547-100.0% | $12,997-100.0% |