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 10-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 | $447,575-100.0% | $442,758-100.0% | $581,964-100.0% |
| Participation rate | 0.0% | 86.9%-86.9pp | 85.0%-85.0pp | 87.9%-87.9pp |
| Annual return | 10.83% | 60.52%-49.7pp | 57.90%-47.1pp | 19.66%-8.8pp |
| Employer contribution / active EE | $0 | $19,373-100.0% | $20,141-100.0% | $21,011-100.0% |
| Participant deferral / active EE | $0 | $16,986-100.0% | $16,285-100.0% | $8,361-100.0% |
| Admin fee / account holder | $0 | $9,225-100.0% | $9,773-100.0% | $49,887-100.0% |