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 9-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 | $158,817-100.0% | $121,196-100.0% | $135,375-100.0% |
| Participation rate | 0.0% | 79.3%-79.3pp | 71.7%-71.7pp | 82.6%-82.6pp |
| Annual return | -16.20% | -0.64%-15.6pp | 16.93%-33.1pp | 519.73%-535.9pp |
| Employer contribution / active EE | $4,725 | $5,665-16.6% | $4,022+17.5% | $4,779-1.1% |
| Participant deferral / active EE | $18,500 | $4,005+361.9% | $3,344+453.1% | $5,609+229.8% |
| Admin fee / account holder | $0 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |