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 3-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 | $23,751 | $111,724-78.7% | $93,606-74.6% | $145,922-83.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 4.09% | 202.98%-198.9pp | 133.20%-129.1pp | 561.29%-557.2pp |
| Employer contribution / active EE | $4,000 | $3,090+29.5% | $2,420+65.3% | $4,660-14.2% |
| Participant deferral / active EE | $7,625 | $4,912+55.2% | $4,411+72.9% | $6,688+14.0% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |