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 8-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 | $35,231 | $100,852-65.1% | $90,404-61.0% | $158,922-77.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 4.84% | 1724.20%-1719.4pp | 1293.02%-1288.2pp | 302.83%-298.0pp |
| Employer contribution / active EE | $3,457 | $3,689-6.3% | $3,262+6.0% | $4,761-27.4% |
| Participant deferral / active EE | $4,731 | $4,348+8.8% | $3,963+19.4% | $5,982-20.9% |
| Admin fee / account holder | $145 | $6,501-97.8% | $5,611-97.4% | $11,246-98.7% |