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 | $68,021 | $214,378-68.3% | $200,582-66.1% | $142,382-52.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 2.18% | 46.41%-44.2pp | 42.33%-40.2pp | 217.08%-214.9pp |
| Employer contribution / active EE | $2,283 | $6,841-66.6% | $6,419-64.4% | $4,299-46.9% |
| Participant deferral / active EE | $4,000 | $9,865-59.5% | $9,331-57.1% | $6,507-38.5% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |