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 | $15,301 | $177,572-91.4% | $154,803-90.1% | $142,382-89.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 10.97% | 65.07%-54.1pp | 58.88%-47.9pp | 217.08%-206.1pp |
| Employer contribution / active EE | $1,138 | $4,810-76.3% | $4,305-73.6% | $4,299-73.5% |
| Participant deferral / active EE | $1,794 | $6,272-71.4% | $5,540-67.6% | $6,507-72.4% |
| Admin fee / account holder | $279 | $16,786-98.3% | $14,329-98.1% | $12,624-97.8% |