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 | $48,230-100.0% | $67,502-100.0% | $80,856-100.0% |
| Participation rate | 0.0% | 66.4%-66.4pp | 72.9%-72.9pp | 67.6%-67.6pp |
| Annual return | 9.18% | 18.28%-9.1pp | 3512.12%-3502.9pp | 35.59%-26.4pp |
| Employer contribution / active EE | $4,986 | $2,020+146.9% | $2,731+82.6% | $2,755+81.0% |
| Participant deferral / active EE | $4,844 | $2,924+65.7% | $4,000+21.1% | $4,296+12.8% |
| Admin fee / account holder | $0 | $3,681-100.0% | $3,998-100.0% | $6,918-100.0% |