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 | $50,111 | $148,534-66.3% | $135,903-63.1% | $139,434-64.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 8.35% | 79.19%-70.8pp | 68.23%-59.9pp | 372.94%-364.6pp |
| Employer contribution / active EE | $3,298 | $5,243-37.1% | $4,856-32.1% | $4,751-30.6% |
| Participant deferral / active EE | $5,775 | $8,100-28.7% | $7,758-25.6% | $6,710-13.9% |
| Admin fee / account holder | $31 | $12,400-99.8% | $10,762-99.7% | $11,403-99.7% |