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 | $36,685 | $76,000-51.7% | $154,107-76.2% | $64,186-42.8% |
| Participation rate | 94.4% | 70.4%+24.0pp | 83.0%+11.4pp | 69.6%+24.9pp |
| Annual return | -9.36% | 30.32%-39.7pp | 735.12%-744.5pp | 7.63%-17.0pp |
| Employer contribution / active EE | $1,405 | $3,351-58.1% | $5,298-73.5% | $2,381-41.0% |
| Participant deferral / active EE | $2,388 | $3,175-24.8% | $5,081-53.0% | $3,470-31.2% |
| Admin fee / account holder | $242 | $5,596-95.7% | $13,411-98.2% | $4,888-95.1% |