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 | $669,896-100.0% | $60,233-100.0% | $669,896-100.0% |
| Participation rate | 0.0% | 90.5%-90.5pp | 93.7%-93.7pp | 90.5%-90.5pp |
| Annual return | 5.38% | 11.25%-5.9pp | 22.54%-17.2pp | 11.25%-5.9pp |
| Employer contribution / active EE | $0 | $23,407-100.0% | $10,569-100.0% | $23,407-100.0% |
| Participant deferral / active EE | $0 | $8,339-100.0% | $1,608-100.0% | $8,339-100.0% |
| Admin fee / account holder | $0 | $52,310-100.0% | $1,345-100.0% | $52,310-100.0% |