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 | $70,440 | $89,355-21.2% | $141,162-50.1% | $72,985-3.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 18.91% | 111.85%-92.9pp | 71.39%-52.5pp | 81.00%-62.1pp |
| Employer contribution / active EE | $937 | $3,114-69.9% | $4,735-80.2% | $2,440-61.6% |
| Participant deferral / active EE | $5,055 | $5,418-6.7% | $6,709-24.6% | $3,607+40.1% |
| Admin fee / account holder | $130 | $5,958-97.8% | $10,261-98.7% | $5,124-97.5% |