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 | $113,851 | $104,974+8.5% | $95,585+19.1% | $142,382-20.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 3.65% | 210.33%-206.7pp | 38.56%-34.9pp | 217.08%-213.4pp |
| Employer contribution / active EE | $1,300 | $2,779-53.2% | $2,527-48.5% | $4,299-69.8% |
| Participant deferral / active EE | $4,876 | $4,352+12.0% | $4,023+21.2% | $6,507-25.1% |
| Admin fee / account holder | $120 | $6,386-98.1% | $6,127-98.0% | $12,624-99.0% |