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 | $0 | $135,489-100.0% | $146,665-100.0% | - |
| Participation rate | 0.0% | 76.3%-76.3pp | 80.1%-80.1pp | - |
| Annual return | 18.88% | 13.52%+5.4pp | 22.74%-3.9pp | - |
| Employer contribution / active EE | $0 | $2,259-100.0% | $4,136-100.0% | - |
| Participant deferral / active EE | $0 | $3,661-100.0% | $5,506-100.0% | - |
| Admin fee / account holder | $0 | $5,216-100.0% | $10,280-100.0% | - |