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 | $31,855 | $157,256-79.7% | $141,162-77.4% | $152,861-79.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 13.26% | 64.32%-51.1pp | 71.39%-58.1pp | 345.32%-332.1pp |
| Employer contribution / active EE | $3,081 | $5,261-41.4% | $4,735-34.9% | $4,762-35.3% |
| Participant deferral / active EE | $10,742 | $7,109+51.1% | $6,709+60.1% | $5,850+83.6% |
| Admin fee / account holder | $117 | $12,120-99.0% | $10,261-98.9% | $11,596-99.0% |