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 9-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 | $41,881 | $62,002-32.5% | $93,606-55.3% | - |
| Participation rate | 0.0% | 71.3%-71.3pp | 75.8%-75.8pp | - |
| Annual return | 19.36% | 20.75%-1.4pp | 32.76%-13.4pp | - |
| Employer contribution / active EE | $0 | $1,327-100.0% | $2,718-100.0% | - |
| Participant deferral / active EE | $0 | $2,563-100.0% | $4,069-100.0% | - |
| Admin fee / account holder | $42 | $6,149-99.3% | $7,888-99.5% | - |