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 | $38,557 | $157,256-75.5% | $141,162-72.7% | $152,861-74.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 14.01% | 64.32%-50.3pp | 71.39%-57.4pp | 345.32%-331.3pp |
| Employer contribution / active EE | $3,159 | $5,261-40.0% | $4,735-33.3% | $4,762-33.7% |
| Participant deferral / active EE | $9,227 | $7,109+29.8% | $6,709+37.5% | $5,850+57.7% |
| Admin fee / account holder | $176 | $12,120-98.5% | $10,261-98.3% | $11,596-98.5% |