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 | $58,326 | $99,341-41.3% | $84,750-31.2% | $273,961-78.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 0.05% | 22.93%-22.9pp | 22.78%-22.7pp | 41.45%-41.4pp |
| Employer contribution / active EE | $9,039 | $4,214+114.5% | $3,574+152.9% | $4,869+85.7% |
| Participant deferral / active EE | $8,104 | $4,269+89.8% | $3,712+118.3% | $5,287+53.3% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |