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 | $350,935-100.0% | $62,529-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 96.6%-96.6pp | - |
| Annual return | 11.39% | 22.48%-11.1pp | 9.13%+2.3pp | - |
| Employer contribution / active EE | $0 | $0 | $4,187-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $4,156-100.0% | - |
| Admin fee / account holder | $0 | $196,552-100.0% | $858-100.0% | - |