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 | $56,110-100.0% | $94,993-100.0% | $70,131-100.0% |
| Participation rate | 0.0% | 65.0%-65.0pp | 73.9%-73.9pp | 69.5%-69.5pp |
| Annual return | 11.86% | 51.02%-39.2pp | 27.12%-15.3pp | 73.14%-61.3pp |
| Employer contribution / active EE | $5,380 | $1,442+273.1% | $2,603+106.7% | $2,342+129.7% |
| Participant deferral / active EE | $3,779 | $2,391+58.0% | $3,317+13.9% | $3,332+13.4% |
| Admin fee / account holder | $0 | $3,456-100.0% | $4,960-100.0% | $4,645-100.0% |