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 | $44,580 | $148,534-70.0% | $135,903-67.2% | $139,434-68.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 0.38% | 79.19%-78.8pp | 68.23%-67.8pp | 372.94%-372.6pp |
| Employer contribution / active EE | $17,995 | $5,243+243.2% | $4,856+270.6% | $4,751+278.8% |
| Participant deferral / active EE | $13,090 | $8,100+61.6% | $7,758+68.7% | $6,710+95.1% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |