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 | $38,938 | $202,318-80.8% | $172,739-77.5% | $152,861-74.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 6.28% | 1029.65%-1023.4pp | 802.84%-796.6pp | 345.32%-339.0pp |
| Employer contribution / active EE | $2,168 | $5,856-63.0% | $5,143-57.9% | $4,762-54.5% |
| Participant deferral / active EE | $2,222 | $5,948-62.6% | $5,198-57.2% | $5,850-62.0% |
| Admin fee / account holder | $18 | $17,109-99.9% | $13,954-99.9% | $11,596-99.8% |