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 | $38,439 | $115,770-66.8% | $101,248-62.0% | $158,922-75.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 3.39% | 56.14%-52.8pp | 46.47%-43.1pp | 302.83%-299.4pp |
| Employer contribution / active EE | $10,378 | $4,175+148.6% | $3,660+183.6% | $4,761+118.0% |
| Participant deferral / active EE | $6,719 | $4,957+35.5% | $4,370+53.7% | $5,982+12.3% |
| Admin fee / account holder | $45 | $7,245-99.4% | $5,945-99.2% | $11,246-99.6% |