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 | $656,253-100.0% | $632,405-100.0% | $484,799-100.0% |
| Participation rate | 0.0% | 90.8%-90.8pp | 89.5%-89.5pp | 91.1%-91.1pp |
| Annual return | -3.98% | 2.20%-6.2pp | 2.81%-6.8pp | 5.95%-9.9pp |
| Employer contribution / active EE | $0 | $32,826-100.0% | $32,215-100.0% | $27,493-100.0% |
| Participant deferral / active EE | $0 | $3,319-100.0% | $3,300-100.0% | $6,572-100.0% |
| Admin fee / account holder | $0 | $16,461-100.0% | $30,649-100.0% | $18,209-100.0% |