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 | $25,062 | $107,334-76.7% | $92,893-73.0% | $152,861-83.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 3.06% | 145.58%-142.5pp | 109.41%-106.4pp | 345.32%-342.3pp |
| Employer contribution / active EE | $4,295 | $4,221+1.8% | $3,653+17.6% | $4,762-9.8% |
| Participant deferral / active EE | $3,135 | $4,845-35.3% | $4,236-26.0% | $5,850-46.4% |
| Admin fee / account holder | $133 | $7,079-98.1% | $5,794-97.7% | $11,596-98.9% |