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 | $102,604-100.0% | $86,188-100.0% | $139,434-100.0% |
| Participation rate | 0.0% | 74.5%-74.5pp | 69.0%-69.0pp | 80.3%-80.3pp |
| Annual return | 4.25% | 1922.51%-1918.3pp | 1168.45%-1164.2pp | 372.94%-368.7pp |
| Employer contribution / active EE | $37,605 | $3,032+1140.1% | $2,380+1480.0% | $4,751+691.6% |
| Participant deferral / active EE | $30,000 | $4,676+541.6% | $3,985+652.8% | $6,710+347.1% |
| Admin fee / account holder | $0 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |