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 | $51,582 | $112,881-54.3% | $90,951-43.3% | $158,922-67.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 1.74% | 215.79%-214.1pp | 134.60%-132.9pp | 302.83%-301.1pp |
| Employer contribution / active EE | $5,372 | $2,893+85.7% | $2,122+153.2% | $4,761+12.8% |
| Participant deferral / active EE | $8,312 | $4,128+101.4% | $3,373+146.4% | $5,982+38.9% |
| Admin fee / account holder | $61 | $8,041-99.2% | $5,959-99.0% | $11,246-99.5% |