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 7-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 | $28,949 | $112,096-74.2% | $95,952-69.8% | $158,922-81.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 5.55% | 171.09%-165.5pp | 91.61%-86.1pp | 302.83%-297.3pp |
| Employer contribution / active EE | $11,424 | $3,198+257.2% | $2,541+349.6% | $4,761+139.9% |
| Participant deferral / active EE | $4,416 | $4,784-7.7% | $4,167+6.0% | $5,982-26.2% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |