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 | $88,524 | $155,788-43.2% | $124,672-29.0% | $167,490-47.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 4.66% | 17.97%-13.3pp | 5142.93%-5138.3pp | 478.56%-473.9pp |
| Employer contribution / active EE | $2,251 | $4,163-45.9% | $3,324-32.3% | $4,837-53.5% |
| Participant deferral / active EE | $5,029 | $5,673-11.4% | $4,614+9.0% | $6,341-20.7% |
| Admin fee / account holder | $0 | $9,531-100.0% | $7,493-100.0% | $12,309-100.0% |