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 3-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 | $42,891 | $189,613-77.4% | $167,512-74.4% | $142,382-69.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 8.90% | 2024.68%-2015.8pp | 1615.79%-1606.9pp | 217.08%-208.2pp |
| Employer contribution / active EE | $9,155 | $4,349+110.5% | $3,882+135.9% | $4,299+113.0% |
| Participant deferral / active EE | $5,465 | $6,981-21.7% | $6,405-14.7% | $6,507-16.0% |
| Admin fee / account holder | $20 | $10,528-99.8% | $9,769-99.8% | $12,624-99.8% |