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 4-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 | $202,432-100.0% | $169,368-100.0% | $139,434-100.0% |
| Participation rate | 0.0% | 81.1%-81.1pp | 77.1%-77.1pp | 80.3%-80.3pp |
| Annual return | 19.55% | 531.74%-512.2pp | 405.60%-386.0pp | 372.94%-353.4pp |
| Employer contribution / active EE | $4,314 | $4,692-8.1% | $4,013+7.5% | $4,751-9.2% |
| Participant deferral / active EE | $14,046 | $6,938+102.4% | $6,221+125.8% | $6,710+109.3% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |