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 8-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 | $48,822 | $115,770-57.8% | $101,248-51.8% | $158,922-69.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 6.00% | 56.14%-50.1pp | 46.47%-40.5pp | 302.83%-296.8pp |
| Employer contribution / active EE | $18,399 | $4,175+340.7% | $3,660+402.8% | $4,761+286.4% |
| Participant deferral / active EE | $0 | $4,957-100.0% | $4,370-100.0% | $5,982-100.0% |
| Admin fee / account holder | $296 | $7,245-95.9% | $5,945-95.0% | $11,246-97.4% |