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 | $50,499 | $99,020-49.0% | $86,590-41.7% | $147,584-65.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 4.70% | 1312.34%-1307.6pp | 964.84%-960.1pp | 578.55%-573.8pp |
| Employer contribution / active EE | $2,154 | $3,132-31.2% | $2,839-24.1% | $4,876-55.8% |
| Participant deferral / active EE | $3,972 | $3,9720% | $3,609+10.1% | $5,439-27.0% |
| Admin fee / account holder | $113 | $5,710-98.0% | $4,906-97.7% | $10,885-99.0% |