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 | $46,795 | $88,751-47.3% | $81,812-42.8% | $145,922-67.9% |
| Participation rate | 72.7% | 75.0%-2.3pp | 72.3%+0.4pp | 80.3%-7.5pp |
| Annual return | 8.94% | 1025.40%-1016.5pp | 773.79%-764.9pp | 561.29%-552.3pp |
| Employer contribution / active EE | $2,229 | $3,083-27.7% | $2,912-23.4% | $4,660-52.2% |
| Participant deferral / active EE | $4,641 | $4,643-0.1% | $4,319+7.5% | $6,688-30.6% |
| Admin fee / account holder | $291 | $8,415-96.5% | $7,386-96.1% | $13,397-97.8% |