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 | $30,428 | $53,127-42.7% | $86,590-64.9% | $70,131-56.6% |
| Participation rate | 92.3% | 65.3%+27.0pp | 73.5%+18.8pp | 69.5%+22.8pp |
| Annual return | 5.13% | 27.66%-22.5pp | 964.84%-959.7pp | 73.14%-68.0pp |
| Employer contribution / active EE | $5,053 | $2,068+144.3% | $2,839+78.0% | $2,342+115.7% |
| Participant deferral / active EE | $1,542 | $2,696-42.8% | $3,609-57.3% | $3,332-53.7% |
| Admin fee / account holder | $43 | $3,585-98.8% | $4,906-99.1% | $4,645-99.1% |