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 | $145,312 | $299,959-51.6% | $185,823-21.8% | - |
| Participation rate | 0.0% | 61.2%-61.2pp | 81.7%-81.7pp | - |
| Annual return | 20.09% | 9.80%+10.3pp | 122.05%-102.0pp | - |
| Employer contribution / active EE | $0 | $1,731-100.0% | $5,167-100.0% | - |
| Participant deferral / active EE | $0 | $2,385-100.0% | $5,568-100.0% | - |
| Admin fee / account holder | $25 | $47,864-99.9% | $16,237-99.8% | - |