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 | $201,594-100.0% | $101,248-100.0% | - |
| Participation rate | 0.0% | 64.6%-64.6pp | 75.8%-75.8pp | - |
| Annual return | 2.57% | 13.55%-11.0pp | 46.47%-43.9pp | - |
| Employer contribution / active EE | $0 | $2,288-100.0% | $3,660-100.0% | - |
| Participant deferral / active EE | $0 | $3,091-100.0% | $4,370-100.0% | - |
| Admin fee / account holder | $0 | $7,709-100.0% | $5,945-100.0% | - |