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 5-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 | $511,364-100.0% | $162,163-100.0% | - |
| Participation rate | 0.0% | 87.5%-87.5pp | 87.6%-87.6pp | - |
| Annual return | 0.00% | 18.01%-18.0pp | 115.59%-115.6pp | - |
| Employer contribution / active EE | $0 | $2,842-100.0% | $5,614-100.0% | - |
| Participant deferral / active EE | $0 | $5,219-100.0% | $7,298-100.0% | - |
| Admin fee / account holder | $0 | $22,911-100.0% | $10,843-100.0% | - |