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 | $59,975 | $99,652-39.8% | $78,778-23.9% | $147,584-59.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 3.32% | 47.28%-44.0pp | 35.62%-32.3pp | 578.55%-575.2pp |
| Employer contribution / active EE | $1,642 | $2,796-41.3% | $1,986-17.3% | $4,876-66.3% |
| Participant deferral / active EE | $8,182 | $3,664+123.3% | $2,958+176.6% | $5,439+50.4% |
| Admin fee / account holder | $2 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |