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 | $61,477 | $73,515-16.4% | $62,995-2.4% | $147,584-58.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 3.07% | 175.43%-172.4pp | 87.57%-84.5pp | 578.55%-575.5pp |
| Employer contribution / active EE | $2,467 | $3,320-25.7% | $2,759-10.6% | $4,876-49.4% |
| Participant deferral / active EE | $6,094 | $4,185+45.6% | $3,329+83.0% | $5,439+12.1% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |