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 10-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 | $64,768 | $118,450-45.3% | $98,439-34.2% | $139,434-53.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 3.76% | 18.94%-15.2pp | 21.16%-17.4pp | 372.94%-369.2pp |
| Employer contribution / active EE | $13,750 | $3,609+281.0% | $3,048+351.1% | $4,751+189.4% |
| Participant deferral / active EE | $0 | $5,392-100.0% | $4,738-100.0% | $6,710-100.0% |
| Admin fee / account holder | $70 | $14,026-99.5% | $8,948-99.2% | $11,403-99.4% |