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 | $82,972 | $202,318-59.0% | $172,739-52.0% | $152,861-45.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 12.27% | 1029.65%-1017.4pp | 802.84%-790.6pp | 345.32%-333.0pp |
| Employer contribution / active EE | $3,016 | $5,856-48.5% | $5,143-41.4% | $4,762-36.7% |
| Participant deferral / active EE | $2,536 | $5,948-57.4% | $5,198-51.2% | $5,850-56.7% |
| Admin fee / account holder | $32 | $17,109-99.8% | $13,954-99.8% | $11,596-99.7% |