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 | $109,746 | $88,751+23.7% | $81,812+34.1% | $145,922-24.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 5.75% | 1025.40%-1019.7pp | 773.79%-768.0pp | 561.29%-555.5pp |
| Employer contribution / active EE | $2,548 | $3,083-17.4% | $2,912-12.5% | $4,660-45.3% |
| Participant deferral / active EE | $3,651 | $4,643-21.4% | $4,319-15.5% | $6,688-45.4% |
| Admin fee / account holder | $285 | $8,415-96.6% | $7,386-96.1% | $13,397-97.9% |