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 6-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 | $35,475 | $154,117-77.0% | $129,995-72.7% | $139,434-74.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | -0.23% | 32.48%-32.7pp | -137.18%+136.9pp | 372.94%-373.2pp |
| Employer contribution / active EE | $4,910 | $5,289-7.2% | $4,320+13.7% | $4,751+3.3% |
| Participant deferral / active EE | $12,248 | $6,710+82.5% | $5,820+110.4% | $6,710+82.5% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |