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 | $44,250 | $96,956-54.4% | $70,014-36.8% | $273,961-83.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 1.23% | 12.93%-11.7pp | 12.99%-11.8pp | 41.45%-40.2pp |
| Employer contribution / active EE | $1,559 | $3,316-53.0% | $2,338-33.3% | $4,869-68.0% |
| Participant deferral / active EE | $5,371 | $3,744+43.5% | $2,931+83.3% | $5,287+1.6% |
| Admin fee / account holder | $15 | $7,934-99.8% | $4,380-99.7% | $10,132-99.9% |