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 | $84,028-100.0% | $75,696-100.0% | - |
| Participation rate | 0.0% | 79.0%-79.0pp | 74.8%-74.8pp | - |
| Annual return | 16.75% | 14.09%+2.7pp | 104.53%-87.8pp | - |
| Employer contribution / active EE | $0 | $2,146-100.0% | $2,743-100.0% | - |
| Participant deferral / active EE | $0 | $3,526-100.0% | $3,821-100.0% | - |
| Admin fee / account holder | $0 | $3,165-100.0% | $3,619-100.0% | - |