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 | $22,896 | $46,869-51.1% | $122,332-81.3% | $70,131-67.4% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 12.07% | 24.22%-12.2pp | 30.27%-18.2pp | 73.14%-61.1pp |
| Employer contribution / active EE | $324 | $1,288-74.8% | $4,050-92.0% | $2,342-86.2% |
| Participant deferral / active EE | $1,622 | $2,166-25.1% | $3,287-50.6% | $3,332-51.3% |
| Admin fee / account holder | $134 | $3,322-96.0% | $5,478-97.5% | $4,645-97.1% |