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 | $27,954 | $103,376-73.0% | $87,100-67.9% | $152,861-81.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 5.42% | 28.10%-22.7pp | 28.19%-22.8pp | 345.32%-339.9pp |
| Employer contribution / active EE | $2,901 | $3,220-9.9% | $2,521+15.1% | $4,762-39.1% |
| Participant deferral / active EE | $2,439 | $4,778-48.9% | $4,049-39.7% | $5,850-58.3% |
| Admin fee / account holder | $21 | $12,205-99.8% | $7,497-99.7% | $11,596-99.8% |