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 | $76,376 | $99,652-23.4% | $78,778-3.0% | $147,584-48.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 2.70% | 47.28%-44.6pp | 35.62%-32.9pp | 578.55%-575.8pp |
| Employer contribution / active EE | $10,530 | $2,796+276.6% | $1,986+430.3% | $4,876+115.9% |
| Participant deferral / active EE | $5,833 | $3,664+59.2% | $2,958+97.2% | $5,439+7.3% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |