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 8-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 | $190,225-100.0% | $117,854-100.0% | - |
| Participation rate | 0.0% | 74.9%-74.9pp | 79.7%-79.7pp | - |
| Annual return | 12.28% | 90.66%-78.4pp | 335.08%-322.8pp | - |
| Employer contribution / active EE | $0 | $1,779-100.0% | $3,786-100.0% | - |
| Participant deferral / active EE | $0 | $3,327-100.0% | $4,482-100.0% | - |
| Admin fee / account holder | $0 | $9,756-100.0% | $8,020-100.0% | - |