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 | $114,361 | $209,832-45.5% | $189,513-39.7% | $167,490-31.7% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 3.02% | 748.27%-745.3pp | 555.15%-552.1pp | 478.56%-475.5pp |
| Employer contribution / active EE | $12,284 | $6,914+77.7% | $6,162+99.4% | $4,837+153.9% |
| Participant deferral / active EE | $7,043 | $8,935-21.2% | $8,221-14.3% | $6,341+11.1% |
| Admin fee / account holder | $4 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |