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 | $43,770 | $171,865-74.5% | $149,718-70.8% | $147,584-70.3% |
| Participation rate | 95.8% | 88.2%+7.6pp | 87.1%+8.8pp | 82.8%+13.0pp |
| Annual return | 8.86% | 2113.22%-2104.4pp | 1501.63%-1492.8pp | 578.55%-569.7pp |
| Employer contribution / active EE | $4,691 | $6,275-25.2% | $5,445-13.8% | $4,876-3.8% |
| Participant deferral / active EE | $0 | $7,271-100.0% | $6,569-100.0% | $5,439-100.0% |
| Admin fee / account holder | $225 | $13,799-98.4% | $11,283-98.0% | $10,885-97.9% |