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 | $169,032-100.0% | $129,207-100.0% | $145,922-100.0% |
| Participation rate | 0.0% | 76.4%-76.4pp | 69.6%-69.6pp | 80.3%-80.3pp |
| Annual return | 5.03% | 14330.11%-14325.1pp | 9417.33%-9412.3pp | 561.29%-556.3pp |
| Employer contribution / active EE | $21,163 | $5,537+282.2% | $4,153+409.6% | $4,660+354.2% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,168-100.0% | $6,688-100.0% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |