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 9-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 | $13,644 | $56,114-75.7% | $96,139-85.8% | $85,850-84.1% |
| Participation rate | 100.0% | 56.7%+43.3pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | 8.88% | 42.30%-33.4pp | 191.94%-183.1pp | 318.53%-309.7pp |
| Employer contribution / active EE | $1,429 | $1,620-11.8% | $2,797-48.9% | $2,565-44.3% |
| Participant deferral / active EE | $0 | $2,859-100.0% | $4,349-100.0% | $3,952-100.0% |
| Admin fee / account holder | $64 | $3,768-98.3% | $5,537-98.8% | $6,260-99.0% |