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 | $44,269 | $106,890-58.6% | $84,015-47.3% | $152,861-71.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 0.07% | 104.99%-104.9pp | 71.31%-71.2pp | 345.32%-345.2pp |
| Employer contribution / active EE | $6,962 | $2,734+154.6% | $1,983+251.0% | $4,762+46.2% |
| Participant deferral / active EE | $12,667 | $4,011+215.8% | $3,239+291.1% | $5,850+116.5% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |