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 | $44,376 | $132,239-66.4% | $105,722-58.0% | $273,961-83.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 1.42% | 10.07%-8.7pp | 12.25%-10.8pp | 41.45%-40.0pp |
| Employer contribution / active EE | $2,532 | $4,867-48.0% | $4,079-37.9% | $4,869-48.0% |
| Participant deferral / active EE | $10,011 | $6,233+60.6% | $5,326+88.0% | $5,287+89.3% |
| Admin fee / account holder | $53 | $12,032-99.6% | $8,308-99.4% | $10,132-99.5% |