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 | $72,811 | $105,998-31.3% | $92,233-21.1% | $147,584-50.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 8.49% | 50.05%-41.6pp | 176.28%-167.8pp | 578.55%-570.1pp |
| Employer contribution / active EE | $6,668 | $4,333+53.9% | $3,679+81.2% | $4,876+36.8% |
| Participant deferral / active EE | $6,668 | $4,478+48.9% | $3,897+71.1% | $5,439+22.6% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |