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 | $70,886 | $185,200-61.7% | $142,863-50.4% | $167,490-57.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | -0.31% | 8555.70%-8556.0pp | 5637.54%-5637.9pp | 478.56%-478.9pp |
| Employer contribution / active EE | $13,940 | $5,604+148.7% | $4,144+236.4% | $4,837+188.2% |
| Participant deferral / active EE | $8,667 | $4,494+92.8% | $3,837+125.9% | $6,341+36.7% |
| Admin fee / account holder | $172 | $8,031-97.9% | $6,560-97.4% | $12,309-98.6% |