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 | $108,785 | $115,882-6.1% | $100,516+8.2% | $158,922-31.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 2.76% | 34.79%-32.0pp | 30.89%-28.1pp | 302.83%-300.1pp |
| Employer contribution / active EE | $2,142 | $4,103-47.8% | $3,418-37.3% | $4,761-55.0% |
| Participant deferral / active EE | $4,875 | $6,674-27.0% | $6,270-22.2% | $5,982-18.5% |
| Admin fee / account holder | $14 | $10,995-99.9% | $8,081-99.8% | $11,246-99.9% |