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 | $86,281 | $99,020-12.9% | $86,590-0.4% | $147,584-41.5% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 0.36% | 1312.34%-1312.0pp | 964.84%-964.5pp | 578.55%-578.2pp |
| Employer contribution / active EE | $780 | $3,132-75.1% | $2,839-72.5% | $4,876-84.0% |
| Participant deferral / active EE | $6,250 | $3,972+57.3% | $3,609+73.2% | $5,439+14.9% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |