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 | $50,086 | $93,346-46.3% | $71,796-30.2% | $273,961-81.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 0.32% | 130.39%-130.1pp | 78.04%-77.7pp | 41.45%-41.1pp |
| Employer contribution / active EE | $10,479 | $2,733+283.4% | $1,924+444.5% | $4,869+115.2% |
| Participant deferral / active EE | $5,833 | $3,475+67.9% | $2,794+108.7% | $5,287+10.3% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |