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 8-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 | $69,779 | $88,751-21.4% | $81,812-14.7% | $145,922-52.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 8.31% | 1025.40%-1017.1pp | 773.79%-765.5pp | 561.29%-553.0pp |
| Employer contribution / active EE | $2,120 | $3,083-31.2% | $2,912-27.2% | $4,660-54.5% |
| Participant deferral / active EE | $2,120 | $4,643-54.3% | $4,319-50.9% | $6,688-68.3% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |