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 | $40,537 | $158,398-74.4% | $126,539-68.0% | $142,382-71.5% |
| Participation rate | 76.9% | 75.8%+1.1pp | 69.8%+7.1pp | 80.1%-3.2pp |
| Annual return | 3.67% | 593.76%-590.1pp | 425.95%-422.3pp | 217.08%-213.4pp |
| Employer contribution / active EE | $1,993 | $4,650-57.1% | $3,674-45.8% | $4,299-53.6% |
| Participant deferral / active EE | $2,110 | $4,767-55.7% | $4,083-48.3% | $6,507-67.6% |
| Admin fee / account holder | $2 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |