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 7-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 | $197,263-100.0% | $115,157-100.0% | - |
| Participation rate | 0.0% | 67.9%-67.9pp | 75.9%-75.9pp | - |
| Annual return | -1.53% | 16.18%-17.7pp | 35.60%-37.1pp | - |
| Employer contribution / active EE | $0 | $1,949-100.0% | $3,179-100.0% | - |
| Participant deferral / active EE | $0 | $3,315-100.0% | $4,168-100.0% | - |
| Admin fee / account holder | $0 | $14,091-100.0% | $7,088-100.0% | - |