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 | $42,256 | $74,888-43.6% | $71,209-40.7% | $142,382-70.3% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 9.08% | 345.14%-336.1pp | 282.51%-273.4pp | 217.08%-208.0pp |
| Employer contribution / active EE | $1,079 | $2,854-62.2% | $2,721-60.3% | $4,299-74.9% |
| Participant deferral / active EE | $8,759 | $4,454+96.6% | $4,175+109.8% | $6,507+34.6% |
| Admin fee / account holder | $20 | $5,568-99.6% | $5,349-99.6% | $12,624-99.8% |