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 4-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 | $81,774 | $189,613-56.9% | $167,512-51.2% | $142,382-42.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 7.43% | 2024.68%-2017.2pp | 1615.79%-1608.4pp | 217.08%-209.6pp |
| Employer contribution / active EE | $0 | $4,349-100.0% | $3,882-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $24,646 | $6,981+253.0% | $6,405+284.8% | $6,507+278.7% |
| Admin fee / account holder | $160 | $10,528-98.5% | $9,769-98.4% | $12,624-98.7% |