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 | $126,524 | $549,947-77.0% | $177,821-28.8% | - |
| Participation rate | 0.0% | 87.8%-87.8pp | 87.7%-87.7pp | - |
| Annual return | 13.46% | 10.27%+3.2pp | 48.32%-34.9pp | - |
| Employer contribution / active EE | $0 | $3,110-100.0% | $5,918-100.0% | - |
| Participant deferral / active EE | $0 | $4,796-100.0% | $7,714-100.0% | - |
| Admin fee / account holder | $0 | $57,220-100.0% | $12,427-100.0% | - |