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 | $135,635-100.0% | $110,238-100.0% | $135,375-100.0% |
| Participation rate | 0.0% | 83.5%-83.5pp | 79.8%-79.8pp | 82.6%-82.6pp |
| Annual return | -8.81% | 513.19%-522.0pp | 314.74%-323.6pp | 519.73%-528.5pp |
| Employer contribution / active EE | $8,480 | $4,906+72.8% | $3,826+121.6% | $4,779+77.5% |
| Participant deferral / active EE | $14,200 | $5,506+157.9% | $4,672+203.9% | $5,609+153.2% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |