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 4-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 | $13,527 | $88,751-84.8% | $81,812-83.5% | $145,922-90.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 6.82% | 1025.40%-1018.6pp | 773.79%-767.0pp | 561.29%-554.5pp |
| Employer contribution / active EE | $2,506 | $3,083-18.7% | $2,912-14.0% | $4,660-46.2% |
| Participant deferral / active EE | $2,506 | $4,643-46.0% | $4,319-42.0% | $6,688-62.5% |
| Admin fee / account holder | $177 | $8,415-97.9% | $7,386-97.6% | $13,397-98.7% |