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 | $32,502 | $126,574-74.3% | $106,213-69.4% | $145,922-77.7% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 0.01% | 224.79%-224.8pp | 116.14%-116.1pp | 561.29%-561.3pp |
| Employer contribution / active EE | $1,167 | $3,730-68.7% | $3,171-63.2% | $4,660-75.0% |
| Participant deferral / active EE | $3,176 | $5,724-44.5% | $5,016-36.7% | $6,688-52.5% |
| Admin fee / account holder | $22 | $17,304-99.9% | $11,033-99.8% | $13,397-99.8% |