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 8-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 | $33,336 | $57,281-41.8% | $86,612-61.5% | $75,163-55.6% |
| Participation rate | 95.5% | 63.2%+32.3pp | 71.7%+23.8pp | 67.2%+28.3pp |
| Annual return | -2.80% | 2670.75%-2673.5pp | 591.07%-593.9pp | 160.62%-163.4pp |
| Employer contribution / active EE | $6,818 | $2,314+194.6% | $3,022+125.6% | $2,670+155.4% |
| Participant deferral / active EE | $0 | $3,318-100.0% | $4,438-100.0% | $4,125-100.0% |
| Admin fee / account holder | $146 | $4,112-96.4% | $5,614-97.4% | $5,651-97.4% |