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 | $113,658 | $169,032-32.8% | $129,207-12.0% | $145,922-22.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 5.03% | 14330.11%-14325.1pp | 9417.33%-9412.3pp | 561.29%-556.3pp |
| Employer contribution / active EE | $1,932 | $5,537-65.1% | $4,153-53.5% | $4,660-58.5% |
| Participant deferral / active EE | $4,930 | $4,987-1.2% | $4,168+18.3% | $6,688-26.3% |
| Admin fee / account holder | $36 | $9,954-99.6% | $7,715-99.5% | $13,397-99.7% |