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 | $54,445 | $98,750-44.9% | $149,696-63.6% | $79,858-31.8% |
| Participation rate | 93.8% | 75.8%+18.0pp | 82.5%+11.3pp | 69.6%+24.1pp |
| Annual return | 12.15% | 27.43%-15.3pp | 276.60%-264.5pp | 31.71%-19.6pp |
| Employer contribution / active EE | $2,295 | $3,216-28.7% | $4,644-50.6% | $2,471-7.1% |
| Participant deferral / active EE | $4,462 | $5,680-21.5% | $6,842-34.8% | $3,740+19.3% |
| Admin fee / account holder | $0 | $6,053-100.0% | $9,309-100.0% | $5,306-100.0% |