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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $78,953-100.0% | $113,168-100.0% | - |
| Participation rate | 0.0% | 68.2%-68.2pp | 76.6%-76.6pp | - |
| Annual return | 0.00% | 14.87%-14.9pp | 24.27%-24.3pp | - |
| Employer contribution / active EE | $0 | $2,126-100.0% | $2,975-100.0% | - |
| Participant deferral / active EE | $0 | $4,324-100.0% | $5,107-100.0% | - |
| Admin fee / account holder | $0 | $5,008-100.0% | $12,068-100.0% | - |