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 | $34,665 | $183,519-81.1% | $155,509-77.7% | $145,922-76.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 3.05% | 61.17%-58.1pp | 64.67%-61.6pp | 561.29%-558.2pp |
| Employer contribution / active EE | $1,682 | $5,313-68.3% | $4,672-64.0% | $4,660-63.9% |
| Participant deferral / active EE | $10,222 | $6,462+58.2% | $5,626+81.7% | $6,688+52.9% |
| Admin fee / account holder | $148 | $19,313-99.2% | $15,912-99.1% | $13,397-98.9% |