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 9-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 | $38,850 | $115,882-66.5% | $100,516-61.3% | $158,922-75.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 6.23% | 34.79%-28.6pp | 30.89%-24.7pp | 302.83%-296.6pp |
| Employer contribution / active EE | $1,500 | $4,103-63.4% | $3,418-56.1% | $4,761-68.5% |
| Participant deferral / active EE | $7,800 | $6,674+16.9% | $6,270+24.4% | $5,982+30.4% |
| Admin fee / account holder | $201 | $10,995-98.2% | $8,081-97.5% | $11,246-98.2% |