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 | $71,846 | $89,355-19.6% | $141,162-49.1% | $72,985-1.6% |
| Participation rate | 89.7% | 75.1%+14.5pp | 82.5%+7.2pp | 69.5%+20.2pp |
| Annual return | 18.82% | 111.85%-93.0pp | 71.39%-52.6pp | 81.00%-62.2pp |
| Employer contribution / active EE | $723 | $3,114-76.8% | $4,735-84.7% | $2,440-70.3% |
| Participant deferral / active EE | $8,283 | $5,418+52.9% | $6,709+23.5% | $3,607+129.6% |
| Admin fee / account holder | $289 | $5,958-95.2% | $10,261-97.2% | $5,124-94.4% |