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 | $24,347 | $107,334-77.3% | $92,893-73.8% | $152,861-84.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 1.35% | 145.58%-144.2pp | 109.41%-108.1pp | 345.32%-344.0pp |
| Employer contribution / active EE | $12,300 | $4,221+191.4% | $3,653+236.7% | $4,762+158.3% |
| Participant deferral / active EE | $0 | $4,845-100.0% | $4,236-100.0% | $5,850-100.0% |
| Admin fee / account holder | $155 | $7,079-97.8% | $5,794-97.3% | $11,596-98.7% |