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 | $37,755 | $102,966-63.3% | $90,281-58.2% | $152,861-75.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 3.70% | 95.16%-91.5pp | 78.10%-74.4pp | 345.32%-341.6pp |
| Employer contribution / active EE | $1,592 | $3,139-49.3% | $2,854-44.2% | $4,762-66.6% |
| Participant deferral / active EE | $7,886 | $4,281+84.2% | $3,885+103.0% | $5,850+34.8% |
| Admin fee / account holder | $201 | $6,171-96.7% | $5,351-96.2% | $11,596-98.3% |