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 5-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 | $44,548 | $99,159-55.1% | - | $167,490-73.4% |
| Participation rate | 100.0% | 69.9%+30.1pp | - | 82.1%+17.9pp |
| Annual return | 8.24% | 15.94%-7.7pp | - | 478.56%-470.3pp |
| Employer contribution / active EE | $761 | $3,061-75.1% | - | $4,837-84.3% |
| Participant deferral / active EE | $489 | $4,624-89.4% | - | $6,341-92.3% |
| Admin fee / account holder | $5 | $3,125-99.8% | - | $12,309-100.0% |