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 | $21,453 | $102,604-79.1% | $86,188-75.1% | $139,434-84.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 2.87% | 1922.51%-1919.6pp | 1168.45%-1165.6pp | 372.94%-370.1pp |
| Employer contribution / active EE | $1,395 | $3,032-54.0% | $2,380-41.4% | $4,751-70.6% |
| Participant deferral / active EE | $13,505 | $4,676+188.8% | $3,985+238.9% | $6,710+101.3% |
| Admin fee / account holder | $0 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |