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 | $195,347 | $629,339-69.0% | $123,104+58.7% | - |
| Participation rate | 0.0% | 82.7%-82.7pp | 86.8%-86.8pp | - |
| Annual return | -2.33% | -0.80%-1.5pp | 13.22%-15.5pp | - |
| Employer contribution / active EE | $0 | $3,722-100.0% | $5,151-100.0% | - |
| Participant deferral / active EE | $0 | $3,761-100.0% | $6,230-100.0% | - |
| Admin fee / account holder | $0 | $44,008-100.0% | $9,015-100.0% | - |