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 | $46,932 | $53,678-12.6% | $69,455-32.4% | - |
| Participation rate | 0.0% | 80.2%-80.2pp | 74.6%-74.6pp | - |
| Annual return | -1.57% | 11.59%-13.2pp | 28.97%-30.5pp | - |
| Employer contribution / active EE | $0 | $2,469-100.0% | $2,779-100.0% | - |
| Participant deferral / active EE | $0 | $3,620-100.0% | $3,535-100.0% | - |
| Admin fee / account holder | $0 | $3,899-100.0% | $3,839-100.0% | - |