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 | $30,738 | $226,064-86.4% | $182,532-83.2% | $152,861-79.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 2.06% | 192.51%-190.4pp | 148.54%-146.5pp | 345.32%-343.3pp |
| Employer contribution / active EE | $3,840 | $4,978-22.9% | $4,076-5.8% | $4,762-19.4% |
| Participant deferral / active EE | $2,660 | $6,368-58.2% | $5,524-51.9% | $5,850-54.5% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |