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 | $581,964-100.0% | $234,905-100.0% | $581,964-100.0% |
| Participation rate | 0.0% | 87.9%-87.9pp | 50.0%-50.0pp | 87.9%-87.9pp |
| Annual return | 0.00% | 19.66%-19.7pp | 3.16%-3.2pp | 19.66%-19.7pp |
| Employer contribution / active EE | $0 | $21,011-100.0% | $19,000-100.0% | $21,011-100.0% |
| Participant deferral / active EE | $0 | $8,361-100.0% | - | $8,361-100.0% |
| Admin fee / account holder | $0 | $49,887-100.0% | $0 | $49,887-100.0% |