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 9-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 | $52,661 | $77,634-32.2% | $156,549-66.4% | $62,891-16.3% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 0.77% | 50.32%-49.6pp | 32.23%-31.5pp | 20.14%-19.4pp |
| Employer contribution / active EE | $6,312 | $3,444+83.3% | $5,501+14.7% | $2,281+176.8% |
| Participant deferral / active EE | $6,000 | $3,045+97.0% | $4,871+23.2% | $3,203+87.3% |
| Admin fee / account holder | $0 | $5,561-100.0% | $13,027-100.0% | $4,296-100.0% |