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 | $38,036 | $94,338-59.7% | $100,534-62.2% | $142,382-73.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 6.87% | 29.20%-22.3pp | 32.66%-25.8pp | 217.08%-210.2pp |
| Employer contribution / active EE | $2,520 | $4,237-40.5% | $4,346-42.0% | $4,299-41.4% |
| Participant deferral / active EE | $3,276 | $5,934-44.8% | $6,144-46.7% | $6,507-49.7% |
| Admin fee / account holder | $0 | $8,421-100.0% | $7,654-100.0% | $12,624-100.0% |