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 | $32,764 | $138,044-76.3% | $125,339-73.9% | $134,475-75.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -24.55% | 750.33%-774.9pp | 572.05%-596.6pp | 417.96%-442.5pp |
| Employer contribution / active EE | $24,805 | $5,243+373.1% | $4,814+415.3% | $4,740+423.3% |
| Participant deferral / active EE | $0 | $7,799-100.0% | $7,446-100.0% | $6,400-100.0% |
| Admin fee / account holder | $275 | $11,571-97.6% | $10,010-97.3% | $11,426-97.6% |