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 | $55,134 | $150,440-63.4% | $136,294-59.5% | $147,584-62.6% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 6.52% | 1049.08%-1042.6pp | 5155.94%-5149.4pp | 578.55%-572.0pp |
| Employer contribution / active EE | $4,160 | $5,256-20.9% | $4,695-11.4% | $4,876-14.7% |
| Participant deferral / active EE | $14,400 | $6,630+117.2% | $6,247+130.5% | $5,439+164.8% |
| Admin fee / account holder | $280 | $10,905-97.4% | $9,243-97.0% | $10,885-97.4% |