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 | $83,864 | $209,832-60.0% | $189,513-55.7% | $167,490-49.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 4.11% | 748.27%-744.2pp | 555.15%-551.0pp | 478.56%-474.4pp |
| Employer contribution / active EE | $7,650 | $6,914+10.6% | $6,162+24.2% | $4,837+58.1% |
| Participant deferral / active EE | $9,213 | $8,935+3.1% | $8,221+12.1% | $6,341+45.3% |
| Admin fee / account holder | $20 | $14,293-99.9% | $12,045-99.8% | $12,309-99.8% |