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 | $53,334 | $93,571-43.0% | $135,903-60.8% | $75,163-29.0% |
| Participation rate | 83.3% | 75.2%+8.2pp | 81.9%+1.4pp | 67.2%+16.1pp |
| Annual return | 10.90% | 30.90%-20.0pp | 68.23%-57.3pp | 160.62%-149.7pp |
| Employer contribution / active EE | $2,164 | $3,537-38.8% | $4,856-55.4% | $2,670-18.9% |
| Participant deferral / active EE | $4,688 | $6,404-26.8% | $7,758-39.6% | $4,125+13.6% |
| Admin fee / account holder | $0 | $6,975-100.0% | $10,762-100.0% | $5,651-100.0% |