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 | $72,926 | $88,751-17.8% | $81,812-10.9% | $145,922-50.0% |
| Participation rate | 93.3% | 75.0%+18.3pp | 72.3%+21.0pp | 80.3%+13.1pp |
| Annual return | 4.18% | 1025.40%-1021.2pp | 773.79%-769.6pp | 561.29%-557.1pp |
| Employer contribution / active EE | $2,168 | $3,083-29.7% | $2,912-25.5% | $4,660-53.5% |
| Participant deferral / active EE | $5,692 | $4,643+22.6% | $4,319+31.8% | $6,688-14.9% |
| Admin fee / account holder | $132 | $8,415-98.4% | $7,386-98.2% | $13,397-99.0% |