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 | $45,315 | $64,807-30.1% | $79,464-43.0% | - |
| Participation rate | 0.0% | 63.3%-63.3pp | 73.3%-73.3pp | - |
| Annual return | -4.21% | -6.90%+2.7pp | 718.14%-722.4pp | - |
| Employer contribution / active EE | $0 | $2,603-100.0% | $2,800-100.0% | - |
| Participant deferral / active EE | $0 | $2,645-100.0% | $3,704-100.0% | - |
| Admin fee / account holder | $10 | $2,902-99.7% | $5,113-99.8% | - |