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 | $180,608 | $229,191-21.2% | $108,410+66.6% | - |
| Participation rate | 0.0% | 68.8%-68.8pp | 80.1%-80.1pp | - |
| Annual return | 4.04% | 12.30%-8.3pp | 905.27%-901.2pp | - |
| Employer contribution / active EE | $0 | $2,220-100.0% | $3,558-100.0% | - |
| Participant deferral / active EE | $0 | $3,745-100.0% | $6,563-100.0% | - |
| Admin fee / account holder | $0 | $25,423-100.0% | $7,295-100.0% | - |