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 3-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 | $51,070 | $74,888-31.8% | $71,209-28.3% | $142,382-64.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 9.71% | 345.14%-335.4pp | 282.51%-272.8pp | 217.08%-207.4pp |
| Employer contribution / active EE | $445 | $2,854-84.4% | $2,721-83.6% | $4,299-89.6% |
| Participant deferral / active EE | $3,291 | $4,454-26.1% | $4,175-21.2% | $6,507-49.4% |
| Admin fee / account holder | $228 | $5,568-95.9% | $5,349-95.7% | $12,624-98.2% |