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 | $121,852 | $109,817+11.0% | $98,442+23.8% | $167,490-27.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 7.30% | 1956.69%-1949.4pp | 1492.73%-1485.4pp | 478.56%-471.3pp |
| Employer contribution / active EE | $2,714 | $3,224-15.8% | $2,960-8.3% | $4,837-43.9% |
| Participant deferral / active EE | $4,160 | $4,673-11.0% | $4,276-2.7% | $6,341-34.4% |
| Admin fee / account holder | $225 | $6,753-96.7% | $5,949-96.2% | $12,309-98.2% |