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 | $29,570 | $106,890-72.3% | $84,015-64.8% | $152,861-80.7% |
| Participation rate | 94.1% | 75.2%+18.9pp | 69.0%+25.1pp | 82.4%+11.7pp |
| Annual return | 5.99% | 104.99%-99.0pp | 71.31%-65.3pp | 345.32%-339.3pp |
| Employer contribution / active EE | $414 | $2,734-84.8% | $1,983-79.1% | $4,762-91.3% |
| Participant deferral / active EE | $5,647 | $4,011+40.8% | $3,239+74.4% | $5,850-3.5% |
| Admin fee / account holder | $192 | $8,285-97.7% | $6,101-96.9% | $11,596-98.3% |