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 | $309,303-100.0% | $122,275-100.0% | $309,303-100.0% |
| Participation rate | 0.0% | 96.2%-96.2pp | 81.3%-81.3pp | 96.2%-96.2pp |
| Annual return | 16.26% | 6.50%+9.8pp | 9.91%+6.3pp | 6.50%+9.8pp |
| Employer contribution / active EE | $400,000 | $25,613+1461.7% | $106,951+274.0% | $25,613+1461.7% |
| Participant deferral / active EE | $0 | $6,481-100.0% | $10,022-100.0% | $6,481-100.0% |
| Admin fee / account holder | $0 | $31,748-100.0% | $0 | $31,748-100.0% |