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 | $242,081 | $100,901+139.9% | $75,670+219.9% | $147,584+64.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 0.82% | 35.78%-35.0pp | 27.34%-26.5pp | 578.55%-577.7pp |
| Employer contribution / active EE | $6,000 | $3,253+84.4% | $2,352+155.1% | $4,876+23.0% |
| Participant deferral / active EE | $0 | $4,027-100.0% | $3,142-100.0% | $5,439-100.0% |
| Admin fee / account holder | $28 | $11,285-99.8% | $5,800-99.5% | $10,885-99.7% |