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 5-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 | $65,250 | $75,828-14.0% | $147,614-55.8% | $59,632+9.4% |
| Participation rate | 90.2% | 71.6%+18.7pp | 84.6%+5.6pp | 68.7%+21.6pp |
| Annual return | -3.79% | 0.37%-4.2pp | 61.98%-65.8pp | 2041.28%-2045.1pp |
| Employer contribution / active EE | $4,810 | $3,485+38.0% | $5,564-13.6% | $2,203+118.4% |
| Participant deferral / active EE | $0 | $3,130-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $145 | $5,985-97.6% | $11,611-98.8% | $4,297-96.6% |