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 | $44,196 | $54,705-19.2% | $71,209-37.9% | $84,808-47.9% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 12.25% | 35.90%-23.6pp | 282.51%-270.3pp | 40.90%-28.6pp |
| Employer contribution / active EE | $2,801 | $2,158+29.8% | $2,721+3.0% | $2,631+6.5% |
| Participant deferral / active EE | $1,212 | $3,030-60.0% | $4,175-71.0% | $4,212-71.2% |
| Admin fee / account holder | $1 | $4,863-100.0% | $5,349-100.0% | $7,344-100.0% |