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 6-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 | $43,785 | $201,272-78.2% | $184,203-76.2% | $145,922-70.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.37% | 29.00%-21.6pp | 28.81%-21.4pp | 561.29%-553.9pp |
| Employer contribution / active EE | $2,398 | $7,022-65.9% | $6,427-62.7% | $4,660-48.5% |
| Participant deferral / active EE | $13,635 | $9,806+39.0% | $9,131+49.3% | $6,688+103.9% |
| Admin fee / account holder | $54 | $16,364-99.7% | $13,901-99.6% | $13,397-99.6% |