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 | $198,950 | $70,756+181.2% | $65,493+203.8% | $142,382+39.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 3.26% | 1754.89%-1751.6pp | 982.45%-979.2pp | 217.08%-213.8pp |
| Employer contribution / active EE | $46,500 | $2,881+1514.3% | $2,574+1706.4% | $4,299+981.6% |
| Participant deferral / active EE | $31,000 | $4,637+568.5% | $3,961+682.6% | $6,507+376.4% |
| Admin fee / account holder | $0 | $6,559-100.0% | $5,028-100.0% | $12,624-100.0% |