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 10-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 | $46,428 | $94,338-50.8% | $100,534-53.8% | $142,382-67.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 7.86% | 29.20%-21.3pp | 32.66%-24.8pp | 217.08%-209.2pp |
| Employer contribution / active EE | $2,737 | $4,237-35.4% | $4,346-37.0% | $4,299-36.3% |
| Participant deferral / active EE | $5,494 | $5,934-7.4% | $6,144-10.6% | $6,507-15.6% |
| Admin fee / account holder | $0 | $8,421-100.0% | $7,654-100.0% | $12,624-100.0% |