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 | $33,408 | $150,440-77.8% | $136,294-75.5% | $147,584-77.4% |
| Participation rate | 91.7% | 84.4%+7.2pp | 81.9%+9.7pp | 82.8%+8.8pp |
| Annual return | 8.90% | 1049.08%-1040.2pp | 5155.94%-5147.0pp | 578.55%-569.7pp |
| Employer contribution / active EE | $1,578 | $5,256-70.0% | $4,695-66.4% | $4,876-67.6% |
| Participant deferral / active EE | $3,618 | $6,630-45.4% | $6,247-42.1% | $5,439-33.5% |
| Admin fee / account holder | $3 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |