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 | $78,053 | $53,516+45.9% | $126,539-38.3% | $84,808-8.0% |
| Participation rate | 100.0% | 58.2%+41.8pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 11.18% | 58.34%-47.2pp | 425.95%-414.8pp | 40.90%-29.7pp |
| Employer contribution / active EE | $4,611 | $1,535+200.5% | $3,674+25.5% | $2,631+75.3% |
| Participant deferral / active EE | $5,025 | $2,671+88.2% | $4,083+23.1% | $4,212+19.3% |
| Admin fee / account holder | $164 | $4,497-96.3% | $6,065-97.3% | $7,344-97.8% |