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 5-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 | $43,627 | $176,056-75.2% | $159,436-72.6% | $167,490-74.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.76% | 331.75%-322.0pp | 263.57%-253.8pp | 478.56%-468.8pp |
| Employer contribution / active EE | $7,608 | $5,297+43.6% | $4,829+57.5% | $4,837+57.3% |
| Participant deferral / active EE | $6,500 | $7,750-16.1% | $7,352-11.6% | $6,341+2.5% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |