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 8-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 | $27,697 | $118,849-76.7% | $96,562-71.3% | $167,490-83.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 8.12% | 50.49%-42.4pp | 37.78%-29.7pp | 478.56%-470.4pp |
| Employer contribution / active EE | $4,655 | $3,120+49.2% | $2,356+97.6% | $4,837-3.8% |
| Participant deferral / active EE | $2,315 | $4,616-49.9% | $3,849-39.9% | $6,341-63.5% |
| Admin fee / account holder | $185 | $8,065-97.7% | $6,181-97.0% | $12,309-98.5% |