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 | $37,823 | $60,349-37.3% | $74,183-49.0% | $62,891-39.9% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 2.22% | 21.37%-19.2pp | 17.74%-15.5pp | 20.14%-17.9pp |
| Employer contribution / active EE | $1,166 | $1,680-30.6% | $2,370-50.8% | $2,281-48.9% |
| Participant deferral / active EE | $2,076 | $2,856-27.3% | $3,550-41.5% | $3,203-35.2% |
| Admin fee / account holder | $26 | $4,261-99.4% | $5,586-99.5% | $4,296-99.4% |