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 | $332,085-100.0% | $149,673-100.0% | - |
| Participation rate | 0.0% | 60.9%-60.9pp | 78.8%-78.8pp | - |
| Annual return | 5.67% | 51.04%-45.4pp | 134.42%-128.7pp | - |
| Employer contribution / active EE | $0 | $2,795-100.0% | $4,818-100.0% | - |
| Participant deferral / active EE | $0 | $2,947-100.0% | $5,680-100.0% | - |
| Admin fee / account holder | $0 | $47,995-100.0% | $13,210-100.0% | - |