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 8-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 | $229,191-100.0% | $109,895-100.0% | - |
| Participation rate | 0.0% | 68.8%-68.8pp | 74.2%-74.2pp | - |
| Annual return | 6.71% | 12.30%-5.6pp | 29.45%-22.7pp | - |
| Employer contribution / active EE | $0 | $2,220-100.0% | $2,842-100.0% | - |
| Participant deferral / active EE | $0 | $3,745-100.0% | $4,048-100.0% | - |
| Admin fee / account holder | $0 | $25,423-100.0% | $6,066-100.0% | - |