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 | $32,331 | $124,185-74.0% | $108,410-70.2% | $167,490-80.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 9.60% | 1379.64%-1370.0pp | 905.27%-895.7pp | 478.56%-469.0pp |
| Employer contribution / active EE | $3,902 | $4,187-6.8% | $3,558+9.6% | $4,837-19.3% |
| Participant deferral / active EE | $6,278 | $6,908-9.1% | $6,563-4.3% | $6,341-1.0% |
| Admin fee / account holder | $0 | $9,455-100.0% | $7,295-100.0% | $12,309-100.0% |