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 | $64,660-100.0% | $81,812-100.0% | - |
| Participation rate | 0.0% | 64.3%-64.3pp | 72.3%-72.3pp | - |
| Annual return | 13.50% | 13.48%0pp | 773.79%-760.3pp | - |
| Employer contribution / active EE | $0 | $3,065-100.0% | $2,912-100.0% | - |
| Participant deferral / active EE | $0 | $3,215-100.0% | $4,319-100.0% | - |
| Admin fee / account holder | $0 | $2,218-100.0% | $7,386-100.0% | - |