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 | $34,613 | $106,890-67.6% | $84,015-58.8% | $152,861-77.4% |
| Participation rate | 75.0% | 75.2%-0.2pp | 69.0%+6.0pp | 82.4%-7.4pp |
| Annual return | 7.03% | 104.99%-98.0pp | 71.31%-64.3pp | 345.32%-338.3pp |
| Employer contribution / active EE | $8,179 | $2,734+199.1% | $1,983+312.4% | $4,762+71.7% |
| Participant deferral / active EE | $5,007 | $4,011+24.8% | $3,239+54.6% | $5,850-14.4% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |