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 | $14,121 | $102,966-86.3% | $90,281-84.4% | $152,861-90.8% |
| Participation rate | 94.4% | 75.9%+18.6pp | 73.3%+21.2pp | 82.4%+12.0pp |
| Annual return | -0.32% | 95.16%-95.5pp | 78.10%-78.4pp | 345.32%-345.6pp |
| Employer contribution / active EE | $1,935 | $3,139-38.4% | $2,854-32.2% | $4,762-59.4% |
| Participant deferral / active EE | $3,376 | $4,281-21.2% | $3,885-13.1% | $5,850-42.3% |
| Admin fee / account holder | $146 | $6,171-97.6% | $5,351-97.3% | $11,596-98.7% |