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 8-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 | $50,252 | $72,400-30.6% | $67,502-25.6% | $145,922-65.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 8.34% | 7182.46%-7174.1pp | 3512.12%-3503.8pp | 561.29%-552.9pp |
| Employer contribution / active EE | $3,422 | $3,069+11.5% | $2,731+25.3% | $4,660-26.6% |
| Participant deferral / active EE | $6,100 | $4,783+27.5% | $4,000+52.5% | $6,688-8.8% |
| Admin fee / account holder | $277 | $5,539-95.0% | $3,998-93.1% | $13,397-97.9% |