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 | $564,480-100.0% | - | $564,480-100.0% |
| Participation rate | 0.0% | 89.1%-89.1pp | - | 89.1%-89.1pp |
| Annual return | -24.90% | -14.07%-10.8pp | - | -14.07%-10.8pp |
| Employer contribution / active EE | $0 | $29,221-100.0% | - | $29,221-100.0% |
| Participant deferral / active EE | $0 | $5,729-100.0% | - | $5,729-100.0% |
| Admin fee / account holder | $0 | $27,140-100.0% | - | $27,140-100.0% |