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 | $53,200 | $159,901-66.7% | $146,958-63.8% | $145,922-63.5% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.2%+11.6pp | 80.3%+13.5pp |
| Annual return | 9.45% | 98.13%-88.7pp | 418.34%-408.9pp | 561.29%-551.8pp |
| Employer contribution / active EE | $2,141 | $5,286-59.5% | $4,933-56.6% | $4,660-54.1% |
| Participant deferral / active EE | $8,507 | $8,428+0.9% | $8,070+5.4% | $6,688+27.2% |
| Admin fee / account holder | $269 | $15,044-98.2% | $12,998-97.9% | $13,397-98.0% |