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 | $68,229 | $104,907-35.0% | $84,611-19.4% | $152,861-55.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 5.02% | 373.79%-368.8pp | 258.74%-253.7pp | 345.32%-340.3pp |
| Employer contribution / active EE | $6,608 | $3,302+100.1% | $2,652+149.1% | $4,762+38.7% |
| Participant deferral / active EE | $2,214 | $4,688-52.8% | $3,899-43.2% | $5,850-62.1% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |