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 7-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 | $228,332-100.0% | $185,823-100.0% | $158,922-100.0% |
| Participation rate | 0.0% | 82.3%-82.3pp | 78.0%-78.0pp | 82.0%-82.0pp |
| Annual return | -14.72% | 40.80%-55.5pp | 35.95%-50.7pp | 302.83%-317.5pp |
| Employer contribution / active EE | $12,039 | $4,967+142.4% | $4,087+194.5% | $4,761+152.8% |
| Participant deferral / active EE | $26,000 | $6,415+305.3% | $5,632+361.7% | $5,982+334.6% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |