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 | $64,920 | $176,662-63.3% | $130,648-50.3% | $152,861-57.5% |
| Participation rate | 91.7% | 79.0%+12.7pp | 71.7%+19.9pp | 82.4%+9.2pp |
| Annual return | 5.53% | 2692.24%-2686.7pp | 1708.96%-1703.4pp | 345.32%-339.8pp |
| Employer contribution / active EE | $2,446 | $5,742-57.4% | $4,092-40.2% | $4,762-48.6% |
| Participant deferral / active EE | $5,556 | $4,361+27.4% | $3,603+54.2% | $5,850-5.0% |
| Admin fee / account holder | $23 | $7,133-99.7% | $5,464-99.6% | $11,596-99.8% |