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 | $54,344 | $157,256-65.4% | $141,162-61.5% | $152,861-64.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 12.34% | 64.32%-52.0pp | 71.39%-59.1pp | 345.32%-333.0pp |
| Employer contribution / active EE | $13,856 | $5,261+163.4% | $4,735+192.6% | $4,762+191.0% |
| Participant deferral / active EE | $6,584 | $7,109-7.4% | $6,709-1.9% | $5,850+12.5% |
| Admin fee / account holder | $28 | $12,120-99.8% | $10,261-99.7% | $11,596-99.8% |