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 | $127,386-100.0% | $115,037-100.0% | $125,391-100.0% |
| Participation rate | 0.0% | 84.2%-84.2pp | 81.4%-81.4pp | 83.2%-83.2pp |
| Annual return | -3.92% | 31.28%-35.2pp | 26.14%-30.1pp | 282.22%-286.1pp |
| Employer contribution / active EE | $1,900 | $5,166-63.2% | $4,608-58.8% | $4,866-60.9% |
| Participant deferral / active EE | $8,143 | $6,423+26.8% | $6,026+35.1% | $5,352+52.2% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |