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 | $78,703 | $99,020-20.5% | $86,590-9.1% | $147,584-46.7% |
| Participation rate | 71.4% | 76.3%-4.9pp | 73.5%-2.1pp | 82.8%-11.4pp |
| Annual return | 7.41% | 1312.34%-1304.9pp | 964.84%-957.4pp | 578.55%-571.1pp |
| Employer contribution / active EE | $784 | $3,132-75.0% | $2,839-72.4% | $4,876-83.9% |
| Participant deferral / active EE | $4,254 | $3,972+7.1% | $3,609+17.9% | $5,439-21.8% |
| Admin fee / account holder | $115 | $5,710-98.0% | $4,906-97.6% | $10,885-98.9% |