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 | $122,584-100.0% | $101,794-100.0% | - |
| Participation rate | 0.0% | 55.7%-55.7pp | 69.2%-69.2pp | - |
| Annual return | 16.68% | 12.44%+4.2pp | 30.53%-13.8pp | - |
| Employer contribution / active EE | $0 | $779-100.0% | $2,289-100.0% | - |
| Participant deferral / active EE | $0 | $2,994-100.0% | $4,084-100.0% | - |
| Admin fee / account holder | $0 | $4,622-100.0% | $8,777-100.0% | - |