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 7-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 | $48,696 | $176,662-72.4% | $130,648-62.7% | $152,861-68.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 4.42% | 2692.24%-2687.8pp | 1708.96%-1704.5pp | 345.32%-340.9pp |
| Employer contribution / active EE | $1,550 | $5,742-73.0% | $4,092-62.1% | $4,762-67.5% |
| Participant deferral / active EE | $14,400 | $4,361+230.2% | $3,603+299.7% | $5,850+146.1% |
| Admin fee / account holder | $91 | $7,133-98.7% | $5,464-98.3% | $11,596-99.2% |