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 | $51,399 | $63,346-18.9% | $92,233-44.3% | $70,131-26.7% |
| Participation rate | 80.6% | 68.7%+11.9pp | 76.5%+4.1pp | 69.5%+11.0pp |
| Annual return | 6.31% | 530.12%-523.8pp | 176.28%-170.0pp | 73.14%-66.8pp |
| Employer contribution / active EE | $2,034 | $2,471-17.7% | $3,679-44.7% | $2,342-13.2% |
| Participant deferral / active EE | $4,639 | $2,854+62.6% | $3,897+19.0% | $3,332+39.2% |
| Admin fee / account holder | $181 | $3,840-95.3% | $5,194-96.5% | $4,645-96.1% |