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 | $52,929 | $63,346-16.4% | $92,233-42.6% | $70,131-24.5% |
| Participation rate | 96.0% | 68.7%+27.3pp | 76.5%+19.5pp | 69.5%+26.5pp |
| Annual return | -0.18% | 530.12%-530.3pp | 176.28%-176.5pp | 73.14%-73.3pp |
| Employer contribution / active EE | $13,792 | $2,471+458.1% | $3,679+274.8% | $2,342+488.8% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $6 | $3,840-99.8% | $5,194-99.9% | $4,645-99.9% |