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 | $28,650 | $157,256-81.8% | $141,162-79.7% | $152,861-81.3% |
| Participation rate | 81.8% | 84.8%-3.0pp | 82.5%-0.7pp | 82.4%-0.6pp |
| Annual return | 11.52% | 64.32%-52.8pp | 71.39%-59.9pp | 345.32%-333.8pp |
| Employer contribution / active EE | $2,343 | $5,261-55.5% | $4,735-50.5% | $4,762-50.8% |
| Participant deferral / active EE | $5,665 | $7,109-20.3% | $6,709-15.6% | $5,850-3.2% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |