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 | $38,919 | $202,318-80.8% | $172,739-77.5% | $152,861-74.5% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 0.05% | 1029.65%-1029.6pp | 802.84%-802.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,277 | $5,856-61.1% | $5,143-55.7% | $4,762-52.2% |
| Participant deferral / active EE | $4,359 | $5,948-26.7% | $5,198-16.1% | $5,850-25.5% |
| Admin fee / account holder | $57 | $17,109-99.7% | $13,954-99.6% | $11,596-99.5% |