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 | $31,706 | $202,318-84.3% | $172,739-81.6% | $152,861-79.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 9.51% | 1029.65%-1020.1pp | 802.84%-793.3pp | 345.32%-335.8pp |
| Employer contribution / active EE | $4,339 | $5,856-25.9% | $5,143-15.6% | $4,762-8.9% |
| Participant deferral / active EE | $3,739 | $5,948-37.1% | $5,198-28.1% | $5,850-36.1% |
| Admin fee / account holder | $214 | $17,109-98.7% | $13,954-98.5% | $11,596-98.2% |