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 7-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 | $85,022-100.0% | $70,515-100.0% | $139,434-100.0% |
| Participation rate | 0.0% | 73.9%-73.9pp | 68.3%-68.3pp | 80.3%-80.3pp |
| Annual return | 6.14% | 30.38%-24.2pp | 32.77%-26.6pp | 372.94%-366.8pp |
| Employer contribution / active EE | $1,723 | $3,909-55.9% | $2,973-42.0% | $4,751-63.7% |
| Participant deferral / active EE | $4,649 | $5,890-21.1% | $4,567+1.8% | $6,710-30.7% |
| Admin fee / account holder | $0 | $8,906-100.0% | $6,412-100.0% | $11,403-100.0% |