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 | $91,387 | $107,334-14.9% | $92,893-1.6% | $152,861-40.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 4.64% | 145.58%-140.9pp | 109.41%-104.8pp | 345.32%-340.7pp |
| Employer contribution / active EE | $13,197 | $4,221+212.6% | $3,653+261.3% | $4,762+177.1% |
| Participant deferral / active EE | $11,729 | $4,845+142.1% | $4,236+176.9% | $5,850+100.5% |
| Admin fee / account holder | $55 | $7,079-99.2% | $5,794-99.1% | $11,596-99.5% |