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 3-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 | $100,150 | $70,756+41.5% | $65,493+52.9% | $142,382-29.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 0.07% | 1754.89%-1754.8pp | 982.45%-982.4pp | 217.08%-217.0pp |
| Employer contribution / active EE | $22,500 | $2,881+681.1% | $2,574+774.1% | $4,299+423.4% |
| Participant deferral / active EE | $22,500 | $4,637+385.2% | $3,961+468.0% | $6,507+245.8% |
| Admin fee / account holder | $0 | $6,559-100.0% | $5,028-100.0% | $12,624-100.0% |