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 | $27,768 | $73,515-62.2% | $62,995-55.9% | $147,584-81.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 8.77% | 175.43%-166.7pp | 87.57%-78.8pp | 578.55%-569.8pp |
| Employer contribution / active EE | $3,499 | $3,320+5.4% | $2,759+26.8% | $4,876-28.3% |
| Participant deferral / active EE | $10,856 | $4,185+159.4% | $3,329+226.1% | $5,439+99.6% |
| Admin fee / account holder | $5 | $5,953-99.9% | $3,600-99.9% | $10,885-100.0% |