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 3-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 | $498,888-100.0% | $88,455-100.0% | $498,888-100.0% |
| Participation rate | 0.0% | 90.2%-90.2pp | 75.0%-75.0pp | 90.2%-90.2pp |
| Annual return | 8.18% | 8.46%-0.3pp | 9.49%-1.3pp | 8.46%-0.3pp |
| Employer contribution / active EE | $2,825 | $28,233-90.0% | $1,851+52.6% | $28,233-90.0% |
| Participant deferral / active EE | $0 | $11,296-100.0% | $15,556-100.0% | $11,296-100.0% |
| Admin fee / account holder | $0 | $67,015-100.0% | $0 | $67,015-100.0% |