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 | $122,838 | $50,152+144.9% | $71,671+71.4% | - |
| Participation rate | 0.0% | 59.4%-59.4pp | 68.7%-68.7pp | - |
| Annual return | 12.84% | 9.73%+3.1pp | 20.65%-7.8pp | - |
| Employer contribution / active EE | $0 | $997-100.0% | $2,460-100.0% | - |
| Participant deferral / active EE | $0 | $1,978-100.0% | $3,438-100.0% | - |
| Admin fee / account holder | $0 | $1,576-100.0% | $5,558-100.0% | - |