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 | $210,648-100.0% | $177,989-100.0% | $145,922-100.0% |
| Participation rate | 0.0% | 80.8%-80.8pp | 77.1%-77.1pp | 80.3%-80.3pp |
| Annual return | 7.01% | 385.86%-378.9pp | 294.48%-287.5pp | 561.29%-554.3pp |
| Employer contribution / active EE | $17,785 | $4,565+289.6% | $3,949+350.4% | $4,660+281.7% |
| Participant deferral / active EE | $20,000 | $6,958+187.5% | $6,276+218.7% | $6,688+199.1% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |