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 | $53,376 | $148,534-64.1% | $135,903-60.7% | $139,434-61.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.44% | 79.19%-68.8pp | 68.23%-57.8pp | 372.94%-362.5pp |
| Employer contribution / active EE | $2,410 | $5,243-54.0% | $4,856-50.4% | $4,751-49.3% |
| Participant deferral / active EE | $3,118 | $8,100-61.5% | $7,758-59.8% | $6,710-53.5% |
| Admin fee / account holder | $254 | $12,400-98.0% | $10,762-97.6% | $11,403-97.8% |