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 | $33,214 | $74,888-55.6% | $71,209-53.4% | $142,382-76.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 5.95% | 345.14%-339.2pp | 282.51%-276.6pp | 217.08%-211.1pp |
| Employer contribution / active EE | $3,529 | $2,854+23.6% | $2,721+29.7% | $4,299-17.9% |
| Participant deferral / active EE | $8,842 | $4,454+98.5% | $4,175+111.8% | $6,507+35.9% |
| Admin fee / account holder | $11 | $5,568-99.8% | $5,349-99.8% | $12,624-99.9% |