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 | $71,050-100.0% | $93,606-100.0% | $80,856-100.0% |
| Participation rate | 0.0% | 60.4%-60.4pp | 68.7%-68.7pp | 67.6%-67.6pp |
| Annual return | 9.91% | 11.26%-1.3pp | 133.20%-123.3pp | 35.59%-25.7pp |
| Employer contribution / active EE | $1,765 | $1,564+12.9% | $2,420-27.1% | $2,755-35.9% |
| Participant deferral / active EE | $4,026 | $4,034-0.2% | $4,411-8.7% | $4,296-6.3% |
| Admin fee / account holder | $0 | $6,945-100.0% | $8,285-100.0% | $6,918-100.0% |