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 9-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 | $50,355 | $176,056-71.4% | $159,436-68.4% | $167,490-69.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 7.26% | 331.75%-324.5pp | 263.57%-256.3pp | 478.56%-471.3pp |
| Employer contribution / active EE | $3,276 | $5,297-38.2% | $4,829-32.2% | $4,837-32.3% |
| Participant deferral / active EE | $18,547 | $7,750+139.3% | $7,352+152.3% | $6,341+192.5% |
| Admin fee / account holder | $230 | $12,554-98.2% | $10,799-97.9% | $12,309-98.1% |