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 | $69,666 | $225,748-69.1% | $136,294-48.9% | - |
| Participation rate | 0.0% | 69.2%-69.2pp | 81.9%-81.9pp | - |
| Annual return | 1.87% | 13.52%-11.6pp | 5155.94%-5154.1pp | - |
| Employer contribution / active EE | $0 | $3,134-100.0% | $4,695-100.0% | - |
| Participant deferral / active EE | $0 | $4,803-100.0% | $6,247-100.0% | - |
| Admin fee / account holder | $70 | $10,864-99.4% | $9,243-99.2% | - |