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 | $46,637 | $107,334-56.5% | $92,893-49.8% | $152,861-69.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 4.19% | 145.58%-141.4pp | 109.41%-105.2pp | 345.32%-341.1pp |
| Employer contribution / active EE | $1,852 | $4,221-56.1% | $3,653-49.3% | $4,762-61.1% |
| Participant deferral / active EE | $3,887 | $4,845-19.8% | $4,236-8.2% | $5,850-33.6% |
| Admin fee / account holder | $112 | $7,079-98.4% | $5,794-98.1% | $11,596-99.0% |