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 | $89,010 | $100,852-11.7% | $90,404-1.5% | $158,922-44.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 0.48% | 1724.20%-1723.7pp | 1293.02%-1292.5pp | 302.83%-302.3pp |
| Employer contribution / active EE | $4,444 | $3,689+20.5% | $3,262+36.3% | $4,761-6.7% |
| Participant deferral / active EE | $4,333 | $4,348-0.3% | $3,963+9.3% | $5,982-27.6% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |