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 | $88,383 | $42,867+106.2% | $75,886+16.5% | - |
| Participation rate | 0.0% | 44.2%-44.2pp | 69.3%-69.3pp | - |
| Annual return | 18.13% | 25.39%-7.3pp | 30.76%-12.6pp | - |
| Employer contribution / active EE | $0 | $807-100.0% | $2,500-100.0% | - |
| Participant deferral / active EE | $0 | $2,133-100.0% | $3,603-100.0% | - |
| Admin fee / account holder | $0 | $3,812-100.0% | $5,418-100.0% | - |