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 4-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 | $150,818-100.0% | $100,391-100.0% | - |
| Participation rate | 0.0% | 67.3%-67.3pp | 81.5%-81.5pp | - |
| Annual return | 22.45% | 14.05%+8.4pp | 49.20%-26.8pp | - |
| Employer contribution / active EE | $0 | $2,537-100.0% | $3,942-100.0% | - |
| Participant deferral / active EE | $0 | $4,233-100.0% | $8,082-100.0% | - |
| Admin fee / account holder | $0 | $25,214-100.0% | $7,899-100.0% | - |