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 9-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 | $36,615 | $197,591-81.5% | $177,821-79.4% | $158,922-77.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 4.73% | 58.76%-54.0pp | 48.32%-43.6pp | 302.83%-298.1pp |
| Employer contribution / active EE | $2,248 | $6,697-66.4% | $5,918-62.0% | $4,761-52.8% |
| Participant deferral / active EE | $11,516 | $8,405+37.0% | $7,714+49.3% | $5,982+92.5% |
| Admin fee / account holder | $19 | $15,399-99.9% | $12,427-99.8% | $11,246-99.8% |