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 | $85,766-100.0% | $136,294-100.0% | $70,131-100.0% |
| Participation rate | 0.0% | 74.2%-74.2pp | 81.9%-81.9pp | 69.5%-69.5pp |
| Annual return | 7.75% | 31.45%-23.7pp | 5155.94%-5148.2pp | 73.14%-65.4pp |
| Employer contribution / active EE | $2,875 | $2,966-3.1% | $4,695-38.8% | $2,342+22.7% |
| Participant deferral / active EE | $4,976 | $5,051-1.5% | $6,247-20.4% | $3,332+49.3% |
| Admin fee / account holder | $0 | $5,420-100.0% | $9,243-100.0% | $4,645-100.0% |