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 | $80,170 | $108,642-26.2% | $74,701+7.3% | $152,861-47.6% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 0.35% | 114.06%-113.7pp | 752.92%-752.6pp | 345.32%-345.0pp |
| Employer contribution / active EE | $881 | $1,503-41.4% | $1,084-18.7% | $4,762-81.5% |
| Participant deferral / active EE | $1,103 | $2,712-59.3% | $1,964-43.8% | $5,850-81.1% |
| Admin fee / account holder | $0 | $4,902-100.0% | $3,333-100.0% | $11,596-100.0% |