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 | $45,113 | $150,440-70.0% | $136,294-66.9% | $147,584-69.4% |
| Participation rate | 93.8% | 84.4%+9.3pp | 81.9%+11.8pp | 82.8%+10.9pp |
| Annual return | 5.47% | 1049.08%-1043.6pp | 5155.94%-5150.5pp | 578.55%-573.1pp |
| Employer contribution / active EE | $6,969 | $5,256+32.6% | $4,695+48.4% | $4,876+42.9% |
| Participant deferral / active EE | $3,298 | $6,630-50.3% | $6,247-47.2% | $5,439-39.4% |
| Admin fee / account holder | $213 | $10,905-98.1% | $9,243-97.7% | $10,885-98.0% |