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 | $34,222 | $107,934-68.3% | $91,989-62.8% | $152,861-77.6% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 8.69% | 89.24%-80.6pp | 69.02%-60.3pp | 345.32%-336.6pp |
| Employer contribution / active EE | $2,707 | $4,210-35.7% | $3,452-21.6% | $4,762-43.2% |
| Participant deferral / active EE | $8,101 | $6,364+27.3% | $5,923+36.8% | $5,850+38.5% |
| Admin fee / account holder | $5 | $10,520-100.0% | $7,743-99.9% | $11,596-100.0% |