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 | $30,720 | $57,281-46.4% | $86,612-64.5% | $75,163-59.1% |
| Participation rate | 96.7% | 63.2%+33.5pp | 71.7%+25.0pp | 67.2%+29.5pp |
| Annual return | 12.16% | 2670.75%-2658.6pp | 591.07%-578.9pp | 160.62%-148.5pp |
| Employer contribution / active EE | $1,520 | $2,314-34.3% | $3,022-49.7% | $2,670-43.1% |
| Participant deferral / active EE | $1,108 | $3,318-66.6% | $4,438-75.0% | $4,125-73.1% |
| Admin fee / account holder | $77 | $4,112-98.1% | $5,614-98.6% | $5,651-98.6% |