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 | $20,421 | $102,966-80.2% | $90,281-77.4% | $152,861-86.6% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.4%+5.1pp |
| Annual return | 8.21% | 95.16%-87.0pp | 78.10%-69.9pp | 345.32%-337.1pp |
| Employer contribution / active EE | $2,148 | $3,139-31.6% | $2,854-24.8% | $4,762-54.9% |
| Participant deferral / active EE | $1,324 | $4,281-69.1% | $3,885-65.9% | $5,850-77.4% |
| Admin fee / account holder | $234 | $6,171-96.2% | $5,351-95.6% | $11,596-98.0% |