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 7-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 | $41,607 | $185,200-77.5% | $142,863-70.9% | $167,490-75.2% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 0.62% | 8555.70%-8555.1pp | 5637.54%-5636.9pp | 478.56%-477.9pp |
| Employer contribution / active EE | $8,944 | $5,604+59.6% | $4,144+115.8% | $4,837+84.9% |
| Participant deferral / active EE | $7,583 | $4,494+68.7% | $3,837+97.6% | $6,341+19.6% |
| Admin fee / account holder | $235 | $8,031-97.1% | $6,560-96.4% | $12,309-98.1% |