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 | $133,075 | $71,809+85.3% | $61,048+118.0% | $152,861-12.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 79.3%+20.7pp | 82.4%+17.6pp |
| Annual return | 1.45% | 29.74%-28.3pp | 26.18%-24.7pp | 345.32%-343.9pp |
| Employer contribution / active EE | $14,520 | $4,545+219.5% | $3,716+290.7% | $4,762+204.9% |
| Participant deferral / active EE | $0 | $5,467-100.0% | $4,470-100.0% | $5,850-100.0% |
| Admin fee / account holder | $0 | $4,750-100.0% | $3,728-100.0% | $11,596-100.0% |