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 | $53,101 | $30,400+74.7% | $53,898-1.5% | $84,808-37.4% |
| Participation rate | 93.2% | 46.4%+46.7pp | 55.0%+38.2pp | 68.3%+24.9pp |
| Annual return | 2.53% | 500.19%-497.7pp | 528.60%-526.1pp | 40.90%-38.4pp |
| Employer contribution / active EE | $273 | $603-54.8% | $932-70.7% | $2,631-89.6% |
| Participant deferral / active EE | $0 | $1,199-100.0% | $1,826-100.0% | $4,212-100.0% |
| Admin fee / account holder | $133 | $1,993-93.3% | $2,491-94.7% | $7,344-98.2% |