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 9-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 | $44,747 | $183,963-75.7% | $162,163-72.4% | $152,861-70.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 2.76% | 150.76%-148.0pp | 115.59%-112.8pp | 345.32%-342.6pp |
| Employer contribution / active EE | $2,419 | $6,371-62.0% | $5,614-56.9% | $4,762-49.2% |
| Participant deferral / active EE | $11,152 | $8,034+38.8% | $7,298+52.8% | $5,850+90.6% |
| Admin fee / account holder | $65 | $13,121-99.5% | $10,843-99.4% | $11,596-99.4% |