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 | $66,716-100.0% | $89,391-100.0% | - |
| Participation rate | 0.0% | 51.0%-51.0pp | 68.0%-68.0pp | - |
| Annual return | -0.04% | 11.84%-11.9pp | 245.62%-245.7pp | - |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,586-100.0% | - |
| Participant deferral / active EE | $0 | $2,001-100.0% | $3,890-100.0% | - |
| Admin fee / account holder | $0 | $7,082-100.0% | $4,881-100.0% | - |