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 | $45,749 | $65,041-29.7% | $90,951-49.7% | $79,858-42.7% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 8.35% | 30.45%-22.1pp | 134.60%-126.3pp | 31.71%-23.4pp |
| Employer contribution / active EE | $436 | $1,247-65.0% | $2,122-79.5% | $2,471-82.4% |
| Participant deferral / active EE | $1,736 | $2,512-30.9% | $3,373-48.5% | $3,740-53.6% |
| Admin fee / account holder | $48 | $4,536-98.9% | $5,959-99.2% | $5,306-99.1% |