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 | $0 | $183,540-100.0% | $92,893-100.0% | - |
| Participation rate | 0.0% | 69.1%-69.1pp | 76.0%-76.0pp | - |
| Annual return | 19.93% | 7.80%+12.1pp | 109.41%-89.5pp | - |
| Employer contribution / active EE | $0 | $2,217-100.0% | $3,653-100.0% | - |
| Participant deferral / active EE | $0 | $3,031-100.0% | $4,236-100.0% | - |
| Admin fee / account holder | $0 | $9,074-100.0% | $5,794-100.0% | - |