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 | $77,937 | $150,440-48.2% | $136,294-42.8% | $147,584-47.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 0.45% | 1049.08%-1048.6pp | 5155.94%-5155.5pp | 578.55%-578.1pp |
| Employer contribution / active EE | $16,979 | $5,256+223.0% | $4,695+261.6% | $4,876+248.2% |
| Participant deferral / active EE | $12,250 | $6,630+84.8% | $6,247+96.1% | $5,439+125.2% |
| Admin fee / account holder | $185 | $10,905-98.3% | $9,243-98.0% | $10,885-98.3% |