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 | $45,889 | $209,411-78.1% | $178,490-74.3% | $158,922-71.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 2.42% | 188.75%-186.3pp | 151.07%-148.7pp | 302.83%-300.4pp |
| Employer contribution / active EE | $1,945 | $5,706-65.9% | $5,011-61.2% | $4,761-59.2% |
| Participant deferral / active EE | $3,876 | $5,954-34.9% | $5,202-25.5% | $5,982-35.2% |
| Admin fee / account holder | $132 | $17,074-99.2% | $13,984-99.1% | $11,246-98.8% |