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 9-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 | $88,468 | $202,318-56.3% | $172,739-48.8% | $152,861-42.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 6.65% | 1029.65%-1023.0pp | 802.84%-796.2pp | 345.32%-338.7pp |
| Employer contribution / active EE | $3,536 | $5,856-39.6% | $5,143-31.2% | $4,762-25.7% |
| Participant deferral / active EE | $5,681 | $5,948-4.5% | $5,198+9.3% | $5,850-2.9% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |