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 | $31,096 | $157,256-80.2% | $141,162-78.0% | $152,861-79.7% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.4%-11.0pp |
| Annual return | 10.66% | 64.32%-53.7pp | 71.39%-60.7pp | 345.32%-334.7pp |
| Employer contribution / active EE | $1,591 | $5,261-69.8% | $4,735-66.4% | $4,762-66.6% |
| Participant deferral / active EE | $4,566 | $7,109-35.8% | $6,709-31.9% | $5,850-22.0% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |