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 | $136,791-100.0% | $133,956-100.0% | - |
| Participation rate | 0.0% | 70.8%-70.8pp | 79.8%-79.8pp | - |
| Annual return | 3.38% | 9.25%-5.9pp | 45.09%-41.7pp | - |
| Employer contribution / active EE | $0 | $2,431-100.0% | $3,919-100.0% | - |
| Participant deferral / active EE | $0 | $3,586-100.0% | $5,048-100.0% | - |
| Admin fee / account holder | $0 | $8,409-100.0% | $8,927-100.0% | - |