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 | $45,673 | $88,751-48.5% | $81,812-44.2% | $145,922-68.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 5.34% | 1025.40%-1020.1pp | 773.79%-768.4pp | 561.29%-555.9pp |
| Employer contribution / active EE | $1,747 | $3,083-43.3% | $2,912-40.0% | $4,660-62.5% |
| Participant deferral / active EE | $4,325 | $4,643-6.9% | $4,319+0.1% | $6,688-35.3% |
| Admin fee / account holder | $142 | $8,415-98.3% | $7,386-98.1% | $13,397-98.9% |