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 | $32,206 | $209,411-84.6% | $178,490-82.0% | $158,922-79.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 5.44% | 188.75%-183.3pp | 151.07%-145.6pp | 302.83%-297.4pp |
| Employer contribution / active EE | $2,918 | $5,706-48.9% | $5,011-41.8% | $4,761-38.7% |
| Participant deferral / active EE | $3,182 | $5,954-46.6% | $5,202-38.8% | $5,982-46.8% |
| Admin fee / account holder | $107 | $17,074-99.4% | $13,984-99.2% | $11,246-99.1% |