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 8-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 | $69,521 | $109,982-36.8% | $97,226-28.5% | $145,922-52.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 5.00% | 242.90%-237.9pp | 75.13%-70.1pp | 561.29%-556.3pp |
| Employer contribution / active EE | $9,564 | $3,084+210.1% | $2,729+250.5% | $4,660+105.2% |
| Participant deferral / active EE | $5,370 | $4,676+14.9% | $4,264+26.0% | $6,688-19.7% |
| Admin fee / account holder | $60 | $6,221-99.0% | $5,654-98.9% | $13,397-99.5% |