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 5-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 | $58,246 | $85,022-31.5% | $70,515-17.4% | $139,434-58.2% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 5.44% | 30.38%-24.9pp | 32.77%-27.3pp | 372.94%-367.5pp |
| Employer contribution / active EE | $10,930 | $3,909+179.6% | $2,973+267.6% | $4,751+130.1% |
| Participant deferral / active EE | $34,332 | $5,890+482.9% | $4,567+651.8% | $6,710+411.6% |
| Admin fee / account holder | $0 | $8,906-100.0% | $6,412-100.0% | $11,403-100.0% |