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 7-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 | $21,775 | $100,852-78.4% | $90,404-75.9% | $158,922-86.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | -0.22% | 1724.20%-1724.4pp | 1293.02%-1293.2pp | 302.83%-303.1pp |
| Employer contribution / active EE | $1,377 | $3,689-62.7% | $3,262-57.8% | $4,761-71.1% |
| Participant deferral / active EE | $1,647 | $4,348-62.1% | $3,963-58.5% | $5,982-72.5% |
| Admin fee / account holder | $6 | $6,501-99.9% | $5,611-99.9% | $11,246-99.9% |