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 | $54,375 | $114,381-52.5% | $107,525-49.4% | $142,382-61.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 4.49% | 242.71%-238.2pp | 181.32%-176.8pp | 217.08%-212.6pp |
| Employer contribution / active EE | $2,354 | $4,015-41.4% | $3,754-37.3% | $4,299-45.3% |
| Participant deferral / active EE | $2,402 | $5,564-56.8% | $5,116-53.1% | $6,507-63.1% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |