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 | $73,465 | $109,817-33.1% | $98,442-25.4% | $167,490-56.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 6.62% | 1956.69%-1950.1pp | 1492.73%-1486.1pp | 478.56%-471.9pp |
| Employer contribution / active EE | $2,677 | $3,224-17.0% | $2,960-9.6% | $4,837-44.7% |
| Participant deferral / active EE | $5,723 | $4,673+22.5% | $4,276+33.8% | $6,341-9.8% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |