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 | $157,755-100.0% | $109,313-100.0% | - |
| Participation rate | 0.0% | 56.0%-56.0pp | 71.3%-71.3pp | - |
| Annual return | 6.57% | 5.09%+1.5pp | 22.07%-15.5pp | - |
| Employer contribution / active EE | $0 | $1,256-100.0% | $3,892-100.0% | - |
| Participant deferral / active EE | $0 | $2,072-100.0% | $3,166-100.0% | - |
| Admin fee / account holder | $0 | $7,421-100.0% | $5,666-100.0% | - |