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 9-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 | $65,978 | $22,715+190.5% | $73,545-10.3% | - |
| Participation rate | 0.0% | 40.6%-40.6pp | 54.9%-54.9pp | - |
| Annual return | 16.17% | -6.79%+23.0pp | -15.16%+31.3pp | - |
| Employer contribution / active EE | $0 | $343-100.0% | $1,219-100.0% | - |
| Participant deferral / active EE | $0 | $761-100.0% | $1,806-100.0% | - |
| Admin fee / account holder | $0 | $1,186-100.0% | $2,320-100.0% | - |