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 | $111,090-100.0% | $156,263-100.0% | - |
| Participation rate | 0.0% | 75.0%-75.0pp | 78.9%-78.9pp | - |
| Annual return | 6.50% | 16.66%-10.2pp | 59.47%-53.0pp | - |
| Employer contribution / active EE | $0 | $2,524-100.0% | $4,333-100.0% | - |
| Participant deferral / active EE | $0 | $4,469-100.0% | $6,158-100.0% | - |
| Admin fee / account holder | $0 | $15,012-100.0% | $14,255-100.0% | - |