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 | $83,674 | $111,724-25.1% | $93,606-10.6% | $145,922-42.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 7.74% | 202.98%-195.2pp | 133.20%-125.5pp | 561.29%-553.5pp |
| Employer contribution / active EE | $2,399 | $3,090-22.4% | $2,420-0.9% | $4,660-48.5% |
| Participant deferral / active EE | $4,977 | $4,912+1.3% | $4,411+12.8% | $6,688-25.6% |
| Admin fee / account holder | $287 | $10,250-97.2% | $8,285-96.5% | $13,397-97.9% |