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 | $38,294 | $144,119-73.4% | $117,854-67.5% | $147,584-74.1% |
| Participation rate | 80.0% | 83.4%-3.4pp | 79.7%+0.3pp | 82.8%-2.8pp |
| Annual return | 4.25% | 531.15%-526.9pp | 335.08%-330.8pp | 578.55%-574.3pp |
| Employer contribution / active EE | $2,444 | $4,896-50.1% | $3,786-35.4% | $4,876-49.9% |
| Participant deferral / active EE | $7,836 | $5,316+47.4% | $4,482+74.9% | $5,439+44.1% |
| Admin fee / account holder | $199 | $10,886-98.2% | $8,020-97.5% | $10,885-98.2% |