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 | $28,983 | $85,766-66.2% | $136,294-78.7% | $70,131-58.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 5.15% | 31.45%-26.3pp | 5155.94%-5150.8pp | 73.14%-68.0pp |
| Employer contribution / active EE | $5,973 | $2,966+101.4% | $4,695+27.2% | $2,342+155.0% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $253 | $5,420-95.3% | $9,243-97.3% | $4,645-94.6% |