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 9-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 | $35,440 | $202,318-82.5% | $172,739-79.5% | $152,861-76.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 5.39% | 1029.65%-1024.3pp | 802.84%-797.5pp | 345.32%-339.9pp |
| Employer contribution / active EE | $7,686 | $5,856+31.2% | $5,143+49.4% | $4,762+61.4% |
| Participant deferral / active EE | $3,466 | $5,948-41.7% | $5,198-33.3% | $5,850-40.8% |
| Admin fee / account holder | $15 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |