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 | $49,388 | $152,587-67.6% | $125,175-60.5% | $152,861-67.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 9.49% | 54.84%-45.3pp | 43.79%-34.3pp | 345.32%-335.8pp |
| Employer contribution / active EE | $2,060 | $4,946-58.4% | $3,865-46.7% | $4,762-56.7% |
| Participant deferral / active EE | $7,211 | $5,868+22.9% | $4,937+46.1% | $5,850+23.3% |
| Admin fee / account holder | $16 | $13,434-99.9% | $9,702-99.8% | $11,596-99.9% |