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 7-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 | $233,564-100.0% | $350,496-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 31.4%-31.4pp | - |
| Annual return | 1.41% | 28.83%-27.4pp | 12.88%-11.5pp | - |
| Employer contribution / active EE | $0 | $15,177-100.0% | $40,010-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $66-100.0% | - |
| Admin fee / account holder | $0 | $24,504-100.0% | $7,226-100.0% | - |