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 | $50,961 | $24,730+106.1% | $66,042-22.8% | $84,808-39.9% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 68.3%+31.7pp |
| Annual return | 12.25% | 79.55%-67.3pp | 52.11%-39.9pp | 40.90%-28.6pp |
| Employer contribution / active EE | $2,941 | $857+243.3% | $1,579+86.2% | $2,631+11.8% |
| Participant deferral / active EE | $0 | $1,737-100.0% | $2,835-100.0% | $4,212-100.0% |
| Admin fee / account holder | $0 | $3,014-100.0% | $5,747-100.0% | $7,344-100.0% |