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 | $42,894-100.0% | $60,874-100.0% | $68,494-100.0% |
| Participation rate | 0.0% | 66.8%-66.8pp | 73.1%-73.1pp | 67.9%-67.9pp |
| Annual return | -19.60% | -13.98%-5.6pp | 16.90%-36.5pp | -7.84%-11.8pp |
| Employer contribution / active EE | $859 | $1,978-56.6% | $2,701-68.2% | $2,596-66.9% |
| Participant deferral / active EE | $1,933 | $2,867-32.6% | $3,817-49.3% | $4,027-52.0% |
| Admin fee / account holder | $0 | $3,101-100.0% | $3,224-100.0% | $5,403-100.0% |