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 | $55,386 | $100,852-45.1% | $90,404-38.7% | $158,922-65.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 5.07% | 1724.20%-1719.1pp | 1293.02%-1287.9pp | 302.83%-297.8pp |
| Employer contribution / active EE | $2,893 | $3,689-21.6% | $3,262-11.3% | $4,761-39.2% |
| Participant deferral / active EE | $1,241 | $4,348-71.4% | $3,963-68.7% | $5,982-79.2% |
| Admin fee / account holder | $125 | $6,501-98.1% | $5,611-97.8% | $11,246-98.9% |