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 | $74,897 | $113,339-33.9% | $94,993-21.2% | $147,584-49.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 0.20% | 20.77%-20.6pp | 27.12%-26.9pp | 578.55%-578.3pp |
| Employer contribution / active EE | $2,877 | $3,160-9.0% | $2,603+10.5% | $4,876-41.0% |
| Participant deferral / active EE | $13,702 | $3,777+262.8% | $3,317+313.1% | $5,439+151.9% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,885-100.0% |