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 | $65,343 | $117,381-44.3% | $99,443-34.3% | $152,861-57.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 1.39% | 31.87%-30.5pp | 30.72%-29.3pp | 345.32%-343.9pp |
| Employer contribution / active EE | $3,654 | $3,013+21.3% | $2,540+43.9% | $4,762-23.3% |
| Participant deferral / active EE | $9,569 | $4,086+134.2% | $3,619+164.4% | $5,850+63.6% |
| Admin fee / account holder | $50 | $7,631-99.3% | $6,250-99.2% | $11,596-99.6% |