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 | $60,875 | $202,318-69.9% | $172,739-64.8% | $152,861-60.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 0.09% | 1029.65%-1029.6pp | 802.84%-802.8pp | 345.32%-345.2pp |
| Employer contribution / active EE | $2,187 | $5,856-62.7% | $5,143-57.5% | $4,762-54.1% |
| Participant deferral / active EE | $3,167 | $5,948-46.8% | $5,198-39.1% | $5,850-45.9% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |