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 | $38,542 | $99,079-61.1% | $77,999-50.6% | $273,961-85.9% |
| Participation rate | 91.7% | 78.6%+13.1pp | 75.5%+16.1pp | 83.0%+8.7pp |
| Annual return | 0.57% | 217.93%-217.4pp | 425.96%-425.4pp | 41.45%-40.9pp |
| Employer contribution / active EE | $1,933 | $3,308-41.6% | $2,470-21.8% | $4,869-60.3% |
| Participant deferral / active EE | $3,202 | $4,306-25.6% | $3,497-8.4% | $5,287-39.4% |
| Admin fee / account holder | $31 | $8,954-99.7% | $5,480-99.4% | $10,132-99.7% |