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 6-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 | $30,287 | $175,202-82.7% | $149,673-79.8% | $139,434-78.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 7.08% | 166.71%-159.6pp | 134.42%-127.3pp | 372.94%-365.9pp |
| Employer contribution / active EE | $1,980 | $5,474-63.8% | $4,818-58.9% | $4,751-58.3% |
| Participant deferral / active EE | $6,050 | $6,519-7.2% | $5,680+6.5% | $6,710-9.8% |
| Admin fee / account holder | $251 | $16,150-98.4% | $13,210-98.1% | $11,403-97.8% |