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 5-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 | $80,717-100.0% | $154,803-100.0% | $84,808-100.0% |
| Participation rate | 0.0% | 66.8%-66.8pp | 78.1%-78.1pp | 68.3%-68.3pp |
| Annual return | 10.52% | 37.96%-27.4pp | 58.88%-48.4pp | 40.90%-30.4pp |
| Employer contribution / active EE | $14,389 | $2,761+421.1% | $4,305+234.2% | $2,631+446.9% |
| Participant deferral / active EE | $8,955 | $3,303+171.1% | $5,540+61.6% | $4,212+112.6% |
| Admin fee / account holder | $0 | $6,746-100.0% | $14,329-100.0% | $7,344-100.0% |