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 | $36,626 | $215,361-83.0% | $171,082-78.6% | $273,961-86.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | -0.61% | 25.14%-25.7pp | 32.56%-33.2pp | 41.45%-42.1pp |
| Employer contribution / active EE | $12,750 | $4,967+156.7% | $4,002+218.6% | $4,869+161.9% |
| Participant deferral / active EE | $5,769 | $5,543+4.1% | $4,797+20.3% | $5,287+9.1% |
| Admin fee / account holder | $135 | $10,846-98.8% | $8,520-98.4% | $10,132-98.7% |