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 | $48,945 | $135,952-64.0% | $123,892-60.5% | $273,961-82.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -0.00% | 56.63%-56.6pp | 47.52%-47.5pp | 41.45%-41.5pp |
| Employer contribution / active EE | $6,014 | $5,170+16.3% | $4,617+30.3% | $4,869+23.5% |
| Participant deferral / active EE | $18,278 | $6,343+188.2% | $5,984+205.4% | $5,287+245.7% |
| Admin fee / account holder | $5 | $9,817-99.9% | $8,357-99.9% | $10,132-99.9% |