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 | $22,800 | $169,032-86.5% | $129,207-82.4% | $145,922-84.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 3.14% | 14330.11%-14327.0pp | 9417.33%-9414.2pp | 561.29%-558.1pp |
| Employer contribution / active EE | $1,912 | $5,537-65.5% | $4,153-54.0% | $4,660-59.0% |
| Participant deferral / active EE | $10,167 | $4,987+103.8% | $4,168+143.9% | $6,688+52.0% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |