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 | $73,224 | $105,998-30.9% | $92,233-20.6% | $147,584-50.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 2.61% | 50.05%-47.4pp | 176.28%-173.7pp | 578.55%-575.9pp |
| Employer contribution / active EE | $4,176 | $4,333-3.6% | $3,679+13.5% | $4,876-14.4% |
| Participant deferral / active EE | $8,000 | $4,478+78.7% | $3,897+105.3% | $5,439+47.1% |
| Admin fee / account holder | $8 | $6,332-99.9% | $5,194-99.8% | $10,885-99.9% |