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 5-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 | $57,102 | $179,726-68.2% | $156,263-63.5% | $142,382-59.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 2.90% | 77.86%-75.0pp | 59.47%-56.6pp | 217.08%-214.2pp |
| Employer contribution / active EE | $3,291 | $5,069-35.1% | $4,333-24.0% | $4,299-23.4% |
| Participant deferral / active EE | $10,175 | $6,956+46.3% | $6,158+65.2% | $6,507+56.4% |
| Admin fee / account holder | $113 | $17,272-99.3% | $14,255-99.2% | $12,624-99.1% |