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 | $83,902-100.0% | $167,512-100.0% | $84,808-100.0% |
| Participation rate | 0.0% | 66.5%-66.5pp | 77.1%-77.1pp | 68.3%-68.3pp |
| Annual return | 12.21% | 91.55%-79.3pp | 1615.79%-1603.6pp | 40.90%-28.7pp |
| Employer contribution / active EE | $3,178 | $2,264+40.4% | $3,882-18.1% | $2,631+20.8% |
| Participant deferral / active EE | $8,054 | $4,442+81.3% | $6,405+25.8% | $4,212+91.2% |
| Admin fee / account holder | $0 | $7,915-100.0% | $9,769-100.0% | $7,344-100.0% |