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 9-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 | $182,036-100.0% | $100,671-100.0% | - |
| Participation rate | 0.0% | 58.6%-58.6pp | 70.7%-70.7pp | - |
| Annual return | 0.00% | -3.13%+3.1pp | 20.43%-20.4pp | - |
| Employer contribution / active EE | $0 | $754-100.0% | $4,012-100.0% | - |
| Participant deferral / active EE | $0 | $1,895-100.0% | $3,144-100.0% | - |
| Admin fee / account holder | $0 | $5,347-100.0% | $4,850-100.0% | - |