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 | $190,828 | $295,684-35.5% | $154,803+23.3% | - |
| Participation rate | 0.0% | 53.1%-53.1pp | 78.1%-78.1pp | - |
| Annual return | 11.91% | 11.49%+0.4pp | 58.88%-47.0pp | - |
| Employer contribution / active EE | $0 | $1,145-100.0% | $4,305-100.0% | - |
| Participant deferral / active EE | $0 | $2,052-100.0% | $5,540-100.0% | - |
| Admin fee / account holder | $25 | $60,072-100.0% | $14,329-99.8% | - |