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 | $33,642 | $159,901-79.0% | $146,958-77.1% | $145,922-76.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.45% | 98.13%-90.7pp | 418.34%-410.9pp | 561.29%-553.8pp |
| Employer contribution / active EE | $10,295 | $5,286+94.8% | $4,933+108.7% | $4,660+120.9% |
| Participant deferral / active EE | $0 | $8,428-100.0% | $8,070-100.0% | $6,688-100.0% |
| Admin fee / account holder | $103 | $15,044-99.3% | $12,998-99.2% | $13,397-99.2% |