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 | $75,973 | $458,960-83.4% | $169,993-55.3% | - |
| Participation rate | 0.0% | 84.2%-84.2pp | 87.0%-87.0pp | - |
| Annual return | 31.92% | 12.01%+19.9pp | 53.37%-21.5pp | - |
| Employer contribution / active EE | $0 | $4,293-100.0% | $6,785-100.0% | - |
| Participant deferral / active EE | $0 | $7,668-100.0% | $10,408-100.0% | - |
| Admin fee / account holder | $0 | $63,551-100.0% | $12,815-100.0% | - |