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 | $69,728 | $115,770-39.8% | $101,248-31.1% | $158,922-56.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 1.38% | 56.14%-54.8pp | 46.47%-45.1pp | 302.83%-301.4pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $6,334 | $4,957+27.8% | $4,370+44.9% | $5,982+5.9% |
| Admin fee / account holder | $16 | $7,245-99.8% | $5,945-99.7% | $11,246-99.9% |