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 | $24,885 | $114,381-78.2% | $107,525-76.9% | $142,382-82.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 9.86% | 242.71%-232.8pp | 181.32%-171.5pp | 217.08%-207.2pp |
| Employer contribution / active EE | $7,218 | $4,015+79.8% | $3,754+92.3% | $4,299+67.9% |
| Participant deferral / active EE | $0 | $5,564-100.0% | $5,116-100.0% | $6,507-100.0% |
| Admin fee / account holder | $161 | $9,860-98.4% | $8,919-98.2% | $12,624-98.7% |