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 10-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 | $40,780 | $108,642-62.5% | $74,701-45.4% | $152,861-73.3% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | -1.82% | 114.06%-115.9pp | 752.92%-754.7pp | 345.32%-347.1pp |
| Employer contribution / active EE | $277 | $1,503-81.6% | $1,084-74.5% | $4,762-94.2% |
| Participant deferral / active EE | $276 | $2,712-89.8% | $1,964-86.0% | $5,850-95.3% |
| Admin fee / account holder | $0 | $4,902-100.0% | $3,333-100.0% | $11,596-100.0% |