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 5-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 | $37,169 | $185,822-80.0% | $169,993-78.1% | $139,434-73.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 5.03% | 60.50%-55.5pp | 53.37%-48.3pp | 372.94%-367.9pp |
| Employer contribution / active EE | $6,038 | $7,590-20.5% | $6,785-11.0% | $4,751+27.1% |
| Participant deferral / active EE | $16,048 | $11,622+38.1% | $10,408+54.2% | $6,710+139.2% |
| Admin fee / account holder | $117 | $15,381-99.2% | $12,815-99.1% | $11,403-99.0% |