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 8-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 | $148,534-100.0% | $135,903-100.0% | $139,434-100.0% |
| Participation rate | 0.0% | 83.9%-83.9pp | 81.9%-81.9pp | 80.3%-80.3pp |
| Annual return | 4.13% | 79.19%-75.1pp | 68.23%-64.1pp | 372.94%-368.8pp |
| Employer contribution / active EE | $4,348 | $5,243-17.1% | $4,856-10.5% | $4,751-8.5% |
| Participant deferral / active EE | $6,304 | $8,100-22.2% | $7,758-18.7% | $6,710-6.1% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |