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 | $430,769-100.0% | $142,309-100.0% | $430,769-100.0% |
| Participation rate | 0.0% | 90.6%-90.6pp | 66.7%-66.7pp | 90.6%-90.6pp |
| Annual return | 0.00% | 10.77%-10.8pp | -3.16%+3.2pp | 10.77%-10.8pp |
| Employer contribution / active EE | $0 | $26,022-100.0% | $12,910-100.0% | $26,022-100.0% |
| Participant deferral / active EE | $0 | $6,968-100.0% | $0 | $6,968-100.0% |
| Admin fee / account holder | $0 | $18,309-100.0% | $77-100.0% | $18,309-100.0% |