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 | $142,405-100.0% | $115,157-100.0% | $152,861-100.0% |
| Participation rate | 0.0% | 82.4%-82.4pp | 75.9%-75.9pp | 82.4%-82.4pp |
| Annual return | -2.40% | 41.48%-43.9pp | 35.60%-38.0pp | 345.32%-347.7pp |
| Employer contribution / active EE | $5,000 | $4,010+24.7% | $3,179+57.3% | $4,762+5.0% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $4,168-100.0% | $5,850-100.0% |
| Admin fee / account holder | $0 | $8,462-100.0% | $7,088-100.0% | $11,596-100.0% |