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 | $167,484-100.0% | $151,611-100.0% | $134,475-100.0% |
| Participation rate | 0.0% | 88.4%-88.4pp | 87.5%-87.5pp | 81.2%-81.2pp |
| Annual return | -52.39% | 7.80%-60.2pp | 3.33%-55.7pp | 417.96%-470.4pp |
| Employer contribution / active EE | $14,400 | $6,829+110.9% | $6,166+133.5% | $4,740+203.8% |
| Participant deferral / active EE | $14,400 | $8,986+60.3% | $8,363+72.2% | $6,400+125.0% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |