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 | $68,242 | $100,852-32.3% | $90,404-24.5% | $158,922-57.1% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.7%+18.2pp | 82.0%+9.0pp |
| Annual return | 5.46% | 1724.20%-1718.7pp | 1293.02%-1287.6pp | 302.83%-297.4pp |
| Employer contribution / active EE | $1,818 | $3,689-50.7% | $3,262-44.3% | $4,761-61.8% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,963-100.0% | $5,982-100.0% |
| Admin fee / account holder | $57 | $6,501-99.1% | $5,611-99.0% | $11,246-99.5% |