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 | $17,054 | $177,572-90.4% | $154,803-89.0% | $142,382-88.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 9.37% | 65.07%-55.7pp | 58.88%-49.5pp | 217.08%-207.7pp |
| Employer contribution / active EE | $2,541 | $4,810-47.2% | $4,305-41.0% | $4,299-40.9% |
| Participant deferral / active EE | $1,926 | $6,272-69.3% | $5,540-65.2% | $6,507-70.4% |
| Admin fee / account holder | $214 | $16,786-98.7% | $14,329-98.5% | $12,624-98.3% |