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 | $34,676 | $60,124-42.3% | $90,404-61.6% | $79,858-56.6% |
| Participation rate | 93.2% | 65.0%+28.2pp | 72.7%+20.5pp | 69.6%+23.5pp |
| Annual return | 4.56% | 71.94%-67.4pp | 1293.02%-1288.5pp | 31.71%-27.2pp |
| Employer contribution / active EE | $3,471 | $2,068+67.8% | $3,262+6.4% | $2,471+40.5% |
| Participant deferral / active EE | $0 | $2,938-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $105 | $3,976-97.4% | $5,611-98.1% | $5,306-98.0% |