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 | $96,958 | $115,770-16.2% | $101,248-4.2% | $158,922-39.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 0.66% | 56.14%-55.5pp | 46.47%-45.8pp | 302.83%-302.2pp |
| Employer contribution / active EE | $2,006 | $4,175-51.9% | $3,660-45.2% | $4,761-57.9% |
| Participant deferral / active EE | $2,509 | $4,957-49.4% | $4,370-42.6% | $5,982-58.1% |
| Admin fee / account holder | $34 | $7,245-99.5% | $5,945-99.4% | $11,246-99.7% |