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 5-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 | $27,077 | $210,648-87.1% | $177,989-84.8% | $145,922-81.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 3.27% | 385.86%-382.6pp | 294.48%-291.2pp | 561.29%-558.0pp |
| Employer contribution / active EE | $2,250 | $4,565-50.7% | $3,949-43.0% | $4,660-51.7% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,276-100.0% | $6,688-100.0% |
| Admin fee / account holder | $271 | $12,013-97.7% | $10,363-97.4% | $13,397-98.0% |