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 | $52,496 | $70,756-25.8% | $65,493-19.8% | $142,382-63.1% |
| Participation rate | 78.9% | 77.4%+1.6pp | 73.1%+5.9pp | 80.1%-1.2pp |
| Annual return | 7.49% | 1754.89%-1747.4pp | 982.45%-975.0pp | 217.08%-209.6pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $0 | $4,637-100.0% | $3,961-100.0% | $6,507-100.0% |
| Admin fee / account holder | $236 | $6,559-96.4% | $5,028-95.3% | $12,624-98.1% |