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 | $273,761-100.0% | $107,525-100.0% | - |
| Participation rate | 0.0% | 58.9%-58.9pp | 75.1%-75.1pp | - |
| Annual return | 11.26% | 16.25%-5.0pp | 181.32%-170.1pp | - |
| Employer contribution / active EE | $0 | $2,099-100.0% | $3,754-100.0% | - |
| Participant deferral / active EE | $0 | $3,884-100.0% | $5,116-100.0% | - |
| Admin fee / account holder | $0 | $22,208-100.0% | $8,919-100.0% | - |