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 3-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 | $55,290 | $183,519-69.9% | $155,509-64.4% | $145,922-62.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.08% | 61.17%-55.1pp | 64.67%-58.6pp | 561.29%-555.2pp |
| Employer contribution / active EE | $13,650 | $5,313+156.9% | $4,672+192.1% | $4,660+192.9% |
| Participant deferral / active EE | $14,750 | $6,462+128.2% | $5,626+162.2% | $6,688+120.6% |
| Admin fee / account holder | $20 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |