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 | $75,182 | $217,402-65.4% | $185,823-59.5% | $167,490-55.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 0.57% | 148.36%-147.8pp | 122.05%-121.5pp | 478.56%-478.0pp |
| Employer contribution / active EE | $7,725 | $5,873+31.5% | $5,167+49.5% | $4,837+59.7% |
| Participant deferral / active EE | $5,166 | $6,356-18.7% | $5,568-7.2% | $6,341-18.5% |
| Admin fee / account holder | $185 | $19,811-99.1% | $16,237-98.9% | $12,309-98.5% |