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 9-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 | $27,328 | $150,440-81.8% | $136,294-79.9% | $147,584-81.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 6.19% | 1049.08%-1042.9pp | 5155.94%-5149.7pp | 578.55%-572.4pp |
| Employer contribution / active EE | $4,344 | $5,256-17.4% | $4,695-7.5% | $4,876-10.9% |
| Participant deferral / active EE | $0 | $6,630-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $28 | $10,905-99.7% | $9,243-99.7% | $10,885-99.7% |