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 | $58,924 | $179,726-67.2% | $156,263-62.3% | $142,382-58.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 8.73% | 77.86%-69.1pp | 59.47%-50.7pp | 217.08%-208.3pp |
| Employer contribution / active EE | $1,089 | $5,069-78.5% | $4,333-74.9% | $4,299-74.7% |
| Participant deferral / active EE | $2,179 | $6,956-68.7% | $6,158-64.6% | $6,507-66.5% |
| Admin fee / account holder | $265 | $17,272-98.5% | $14,255-98.1% | $12,624-97.9% |