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 | $76,556 | $159,901-52.1% | $146,958-47.9% | $145,922-47.5% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 5.92% | 98.13%-92.2pp | 418.34%-412.4pp | 561.29%-555.4pp |
| Employer contribution / active EE | $2,213 | $5,286-58.1% | $4,933-55.1% | $4,660-52.5% |
| Participant deferral / active EE | $10,451 | $8,428+24.0% | $8,070+29.5% | $6,688+56.3% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |