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 | $303,434-100.0% | $306,023-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 99.6%-99.6pp | - |
| Annual return | 22.07% | 11.84%+10.2pp | 10.51%+11.6pp | - |
| Employer contribution / active EE | $0 | $0 | $34,401-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $7,898-100.0% | - |
| Admin fee / account holder | $0 | $1,198-100.0% | $17,975-100.0% | - |