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 | $85,870 | $107,934-20.4% | $91,989-6.7% | $152,861-43.8% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 11.33% | 89.24%-77.9pp | 69.02%-57.7pp | 345.32%-334.0pp |
| Employer contribution / active EE | $3,747 | $4,210-11.0% | $3,452+8.5% | $4,762-21.3% |
| Participant deferral / active EE | $6,000 | $6,364-5.7% | $5,923+1.3% | $5,850+2.6% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |