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 | $62,586-100.0% | $76,768-100.0% | $64,186-100.0% |
| Participation rate | 0.0% | 72.8%-72.8pp | 77.0%-77.0pp | 69.6%-69.6pp |
| Annual return | -7.86% | -1.95%-5.9pp | 2.43%-10.3pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,235 | $1,832-32.6% | $2,485-50.3% | $2,381-48.1% |
| Participant deferral / active EE | $3,083 | $3,145-2.0% | $3,852-20.0% | $3,470-11.1% |
| Admin fee / account holder | $0 | $4,667-100.0% | $6,675-100.0% | $4,888-100.0% |