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 | $99,576 | $181,894-45.3% | $156,549-36.4% | $273,961-63.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 0.17% | 30.74%-30.6pp | 32.23%-32.1pp | 41.45%-41.3pp |
| Employer contribution / active EE | $2,024 | $6,248-67.6% | $5,501-63.2% | $4,869-58.4% |
| Participant deferral / active EE | $5,008 | $5,550-9.8% | $4,871+2.8% | $5,287-5.3% |
| Admin fee / account holder | $46 | $15,559-99.7% | $13,027-99.6% | $10,132-99.5% |