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 | $57,784 | $112,096-48.5% | $95,952-39.8% | $158,922-63.6% |
| Participation rate | 80.0% | 79.0%+1.0pp | 77.1%+2.9pp | 82.0%-2.0pp |
| Annual return | 5.80% | 171.09%-165.3pp | 91.61%-85.8pp | 302.83%-297.0pp |
| Employer contribution / active EE | $2,851 | $3,198-10.9% | $2,541+12.2% | $4,761-40.1% |
| Participant deferral / active EE | $5,563 | $4,784+16.3% | $4,167+33.5% | $5,982-7.0% |
| Admin fee / account holder | $24 | $10,130-99.8% | $6,795-99.6% | $11,246-99.8% |