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 | $68,834 | $124,185-44.6% | $108,410-36.5% | $167,490-58.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 0.38% | 1379.64%-1379.3pp | 905.27%-904.9pp | 478.56%-478.2pp |
| Employer contribution / active EE | $30,255 | $4,187+622.7% | $3,558+750.2% | $4,837+525.4% |
| Participant deferral / active EE | $12,140 | $6,908+75.7% | $6,563+85.0% | $6,341+91.4% |
| Admin fee / account holder | $121 | $9,455-98.7% | $7,295-98.3% | $12,309-99.0% |