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 | $957,623-100.0% | $927,953-100.0% | $581,964-100.0% |
| Participation rate | 0.0% | 94.4%-94.4pp | 93.5%-93.5pp | 87.9%-87.9pp |
| Annual return | 6.80% | 6.72%+0.1pp | 5.36%+1.4pp | 19.66%-12.9pp |
| Employer contribution / active EE | $3,705 | $24,652-85.0% | $24,118-84.6% | $21,011-82.4% |
| Participant deferral / active EE | $1,818 | $4,656-61.0% | $4,634-60.8% | $8,361-78.3% |
| Admin fee / account holder | $0 | $57,396-100.0% | $55,107-100.0% | $49,887-100.0% |