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 | $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 | 11.61% | 20.20%-8.6pp | 982.45%-970.8pp | 40.90%-29.3pp |
| Employer contribution / active EE | $998 | $1,930-48.3% | $2,574-61.2% | $2,631-62.1% |
| Participant deferral / active EE | $1,970 | $2,928-32.7% | $3,961-50.3% | $4,212-53.2% |
| Admin fee / account holder | $0 | $3,877-100.0% | $5,028-100.0% | $7,344-100.0% |