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 | $59,070 | $115,770-49.0% | $101,248-41.7% | $158,922-62.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 4.37% | 56.14%-51.8pp | 46.47%-42.1pp | 302.83%-298.5pp |
| Employer contribution / active EE | $1,920 | $4,175-54.0% | $3,660-47.5% | $4,761-59.7% |
| Participant deferral / active EE | $6,470 | $4,957+30.5% | $4,370+48.0% | $5,982+8.1% |
| Admin fee / account holder | $20 | $7,245-99.7% | $5,945-99.7% | $11,246-99.8% |