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 6-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 | $66,681-100.0% | $96,139-100.0% | - |
| Participation rate | 0.0% | 47.6%-47.6pp | 68.4%-68.4pp | - |
| Annual return | 6.57% | 15.15%-8.6pp | 191.94%-185.4pp | - |
| Employer contribution / active EE | $0 | $1,289-100.0% | $2,797-100.0% | - |
| Participant deferral / active EE | $0 | $2,156-100.0% | $4,349-100.0% | - |
| Admin fee / account holder | $0 | $18,922-100.0% | $5,537-100.0% | - |