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 | $51,575 | $210,648-75.5% | $177,989-71.0% | $145,922-64.7% |
| Participation rate | 92.9% | 80.8%+12.1pp | 77.1%+15.8pp | 80.3%+12.6pp |
| Annual return | 2.98% | 385.86%-382.9pp | 294.48%-291.5pp | 561.29%-558.3pp |
| Employer contribution / active EE | $972 | $4,565-78.7% | $3,949-75.4% | $4,660-79.1% |
| Participant deferral / active EE | $6,083 | $6,958-12.6% | $6,276-3.1% | $6,688-9.0% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |