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 | $59,253 | $70,756-16.3% | $65,493-9.5% | $142,382-58.4% |
| Participation rate | 87.5% | 77.4%+10.1pp | 73.1%+14.4pp | 80.1%+7.4pp |
| Annual return | 2.45% | 1754.89%-1752.4pp | 982.45%-980.0pp | 217.08%-214.6pp |
| Employer contribution / active EE | $1,200 | $2,881-58.4% | $2,574-53.4% | $4,299-72.1% |
| Participant deferral / active EE | $2,362 | $4,637-49.1% | $3,961-40.4% | $6,507-63.7% |
| Admin fee / account holder | $0 | $6,559-100.0% | $5,028-100.0% | $12,624-100.0% |