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 | $66,945 | $64,839+3.2% | $95,585-30.0% | $84,808-21.1% |
| Participation rate | 98.1% | 63.8%+34.3pp | 72.1%+26.0pp | 68.3%+29.8pp |
| Annual return | 3.30% | -670.96%+674.3pp | 38.56%-35.3pp | 40.90%-37.6pp |
| Employer contribution / active EE | $15,236 | $1,759+766.2% | $2,527+503.0% | $2,631+479.1% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,023-100.0% | $4,212-100.0% |
| Admin fee / account holder | $68 | $5,964-98.9% | $6,127-98.9% | $7,344-99.1% |