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 | $28,900 | $57,380-49.6% | $71,209-59.4% | - |
| Participation rate | 0.0% | 61.9%-61.9pp | 73.8%-73.8pp | - |
| Annual return | 19.99% | 13.03%+7.0pp | 282.51%-262.5pp | - |
| Employer contribution / active EE | $0 | $2,842-100.0% | $2,721-100.0% | - |
| Participant deferral / active EE | $0 | $3,790-100.0% | $4,175-100.0% | - |
| Admin fee / account holder | $10 | $2,851-99.6% | $5,349-99.8% | - |