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 | $59,299 | $91,190-35.0% | $178,490-66.8% | $79,858-25.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 4.94% | 24.19%-19.3pp | 151.07%-146.1pp | 31.71%-26.8pp |
| Employer contribution / active EE | $2,925 | $3,256-10.1% | $5,011-41.6% | $2,471+18.4% |
| Participant deferral / active EE | $3,665 | $3,236+13.2% | $5,202-29.5% | $3,740-2.0% |
| Admin fee / account holder | $295 | $6,751-95.6% | $13,984-97.9% | $5,306-94.4% |