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 | $33,682 | $198,466-83.0% | $170,442-80.2% | $147,584-77.2% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 4.73% | 257.29%-252.6pp | 205.93%-201.2pp | 578.55%-573.8pp |
| Employer contribution / active EE | $1,946 | $6,184-68.5% | $5,433-64.2% | $4,876-60.1% |
| Participant deferral / active EE | $5,419 | $5,629-3.7% | $4,939+9.7% | $5,439-0.4% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |