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 | $40,041 | $74,888-46.5% | $71,209-43.8% | $142,382-71.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 11.86% | 345.14%-333.3pp | 282.51%-270.7pp | 217.08%-205.2pp |
| Employer contribution / active EE | $2,344 | $2,854-17.9% | $2,721-13.9% | $4,299-45.5% |
| Participant deferral / active EE | $3,863 | $4,454-13.3% | $4,175-7.5% | $6,507-40.6% |
| Admin fee / account holder | $4 | $5,568-99.9% | $5,349-99.9% | $12,624-100.0% |