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 | $30,582 | $96,305-68.2% | $80,569-62.0% | $139,434-78.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 9.44% | 1350.08%-1340.6pp | 935.43%-926.0pp | 372.94%-363.5pp |
| Employer contribution / active EE | $16,823 | $3,262+415.7% | $2,723+517.7% | $4,751+254.1% |
| Participant deferral / active EE | $0 | $5,232-100.0% | $4,447-100.0% | $6,710-100.0% |
| Admin fee / account holder | $99 | $6,599-98.5% | $5,377-98.2% | $11,403-99.1% |