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 | $468,795-100.0% | $104,672-100.0% | $468,795-100.0% |
| Participation rate | 0.0% | 85.5%-85.5pp | 87.5%-87.5pp | 85.5%-85.5pp |
| Annual return | 27.24% | 39.95%-12.7pp | 39.06%-11.8pp | 39.95%-12.7pp |
| Employer contribution / active EE | $0 | $28,085-100.0% | $885-100.0% | $28,085-100.0% |
| Participant deferral / active EE | $0 | $10,110-100.0% | $15,333-100.0% | $10,110-100.0% |
| Admin fee / account holder | $0 | $8,110-100.0% | $149-100.0% | $8,110-100.0% |