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 | $39,997 | $74,888-46.6% | $71,209-43.8% | $142,382-71.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 11.20% | 345.14%-333.9pp | 282.51%-271.3pp | 217.08%-205.9pp |
| Employer contribution / active EE | $742 | $2,854-74.0% | $2,721-72.7% | $4,299-82.8% |
| Participant deferral / active EE | $2,284 | $4,454-48.7% | $4,175-45.3% | $6,507-64.9% |
| Admin fee / account holder | $15 | $5,568-99.7% | $5,349-99.7% | $12,624-99.9% |