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 10-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 | $32,335 | $202,318-84.0% | $172,739-81.3% | $152,861-78.8% |
| Participation rate | 81.8% | 87.1%-5.2pp | 82.6%-0.8pp | 82.4%-0.6pp |
| Annual return | 11.47% | 1029.65%-1018.2pp | 802.84%-791.4pp | 345.32%-333.8pp |
| Employer contribution / active EE | $6,614 | $5,856+12.9% | $5,143+28.6% | $4,762+38.9% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,850-100.0% |
| Admin fee / account holder | $1 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |