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 | $48,795-100.0% | $65,493-100.0% | $84,808-100.0% |
| Participation rate | 0.0% | 67.0%-67.0pp | 73.1%-73.1pp | 68.3%-68.3pp |
| Annual return | 8.52% | 20.20%-11.7pp | 982.45%-973.9pp | 40.90%-32.4pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,280 | $2,928-56.3% | $3,961-67.7% | $4,212-69.6% |
| Admin fee / account holder | $0 | $3,877-100.0% | $5,028-100.0% | $7,344-100.0% |