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 | $52,578 | $198,466-73.5% | $170,442-69.2% | $147,584-64.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 7.02% | 257.29%-250.3pp | 205.93%-198.9pp | 578.55%-571.5pp |
| Employer contribution / active EE | $1,674 | $6,184-72.9% | $5,433-69.2% | $4,876-65.7% |
| Participant deferral / active EE | $5,273 | $5,629-6.3% | $4,939+6.7% | $5,439-3.1% |
| Admin fee / account holder | $294 | $16,852-98.3% | $13,880-97.9% | $10,885-97.3% |