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 | $148,534-100.0% | $135,903-100.0% | $139,434-100.0% |
| Participation rate | 0.0% | 83.9%-83.9pp | 81.9%-81.9pp | 80.3%-80.3pp |
| Annual return | 12.01% | 79.19%-67.2pp | 68.23%-56.2pp | 372.94%-360.9pp |
| Employer contribution / active EE | $2,450 | $5,243-53.3% | $4,856-49.5% | $4,751-48.4% |
| Participant deferral / active EE | $6,373 | $8,100-21.3% | $7,758-17.8% | $6,710-5.0% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |