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 6-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 | $46,885 | $209,832-77.7% | $189,513-75.3% | $167,490-72.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | -0.23% | 748.27%-748.5pp | 555.15%-555.4pp | 478.56%-478.8pp |
| Employer contribution / active EE | $7,948 | $6,914+15.0% | $6,162+29.0% | $4,837+64.3% |
| Participant deferral / active EE | $10,575 | $8,935+18.4% | $8,221+28.6% | $6,341+66.8% |
| Admin fee / account holder | $63 | $14,293-99.6% | $12,045-99.5% | $12,309-99.5% |