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 | $30,613 | $104,907-70.8% | $84,611-63.8% | $152,861-80.0% |
| Participation rate | 76.9% | 74.8%+2.1pp | 68.2%+8.7pp | 82.4%-5.5pp |
| Annual return | 3.71% | 373.79%-370.1pp | 258.74%-255.0pp | 345.32%-341.6pp |
| Employer contribution / active EE | $2,531 | $3,302-23.3% | $2,652-4.6% | $4,762-46.9% |
| Participant deferral / active EE | $3,643 | $4,688-22.3% | $3,899-6.6% | $5,850-37.7% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |