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 | $62,146 | $95,561-35.0% | $77,163-19.5% | $139,434-55.4% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 2.35% | 54.92%-52.6pp | 37.87%-35.5pp | 372.94%-370.6pp |
| Employer contribution / active EE | $3,333 | $3,147+5.9% | $2,535+31.5% | $4,751-29.8% |
| Participant deferral / active EE | $0 | $4,624-100.0% | $3,833-100.0% | $6,710-100.0% |
| Admin fee / account holder | $84 | $8,295-99.0% | $5,472-98.5% | $11,403-99.3% |