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 | $18,594 | $84,233-77.9% | $170,442-89.1% | $70,131-73.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 3.14% | 23.06%-19.9pp | 205.93%-202.8pp | 73.14%-70.0pp |
| Employer contribution / active EE | $2,182 | $3,387-35.6% | $5,433-59.8% | $2,342-6.9% |
| Participant deferral / active EE | $3,227 | $3,086+4.6% | $4,939-34.7% | $3,332-3.1% |
| Admin fee / account holder | $46 | $5,698-99.2% | $13,880-99.7% | $4,645-99.0% |