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 6-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 | $55,257 | $104,974-47.4% | $95,585-42.2% | $142,382-61.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 5.48% | 210.33%-204.9pp | 38.56%-33.1pp | 217.08%-211.6pp |
| Employer contribution / active EE | $5,148 | $2,779+85.3% | $2,527+103.8% | $4,299+19.8% |
| Participant deferral / active EE | $13,875 | $4,352+218.8% | $4,023+244.9% | $6,507+113.2% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |