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 | $46,087 | $171,865-73.2% | $149,718-69.2% | $147,584-68.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 6.70% | 2113.22%-2106.5pp | 1501.63%-1494.9pp | 578.55%-571.8pp |
| Employer contribution / active EE | $1,652 | $6,275-73.7% | $5,445-69.7% | $4,876-66.1% |
| Participant deferral / active EE | $5,211 | $7,271-28.3% | $6,569-20.7% | $5,439-4.2% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |