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 4-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 | $59,819 | $158,398-62.2% | $126,539-52.7% | $142,382-58.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 0.74% | 593.76%-593.0pp | 425.95%-425.2pp | 217.08%-216.3pp |
| Employer contribution / active EE | $8,060 | $4,650+73.3% | $3,674+119.4% | $4,299+87.5% |
| Participant deferral / active EE | $1,811 | $4,767-62.0% | $4,083-55.7% | $6,507-72.2% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |