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 | $103,420 | $75,828+36.4% | $147,614-29.9% | $59,632+73.4% |
| Participation rate | 93.6% | 71.6%+22.1pp | 84.6%+9.0pp | 68.7%+24.9pp |
| Annual return | -3.14% | 0.37%-3.5pp | 61.98%-65.1pp | 2041.28%-2044.4pp |
| Employer contribution / active EE | $5,617 | $3,485+61.2% | $5,564+0.9% | $2,203+155.0% |
| Participant deferral / active EE | $2,870 | $3,130-8.3% | $4,895-41.4% | $3,192-10.1% |
| Admin fee / account holder | $10 | $5,985-99.8% | $11,611-99.9% | $4,297-99.8% |