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 8-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 | $46,665 | $89,753-48.0% | $107,525-56.6% | $84,808-45.0% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 7.26% | 29.48%-22.2pp | 181.32%-174.1pp | 40.90%-33.6pp |
| Employer contribution / active EE | $5,080 | $3,113+63.2% | $3,754+35.3% | $2,631+93.1% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $200 | $7,222-97.2% | $8,919-97.8% | $7,344-97.3% |