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 | $41,090 | $111,754-63.2% | $103,333-60.2% | $145,922-71.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.09% | 24.77%-16.7pp | 24.88%-16.8pp | 561.29%-553.2pp |
| Employer contribution / active EE | $2,423 | $4,212-42.5% | $3,868-37.3% | $4,660-48.0% |
| Participant deferral / active EE | $8,412 | $5,619+49.7% | $5,057+66.3% | $6,688+25.8% |
| Admin fee / account holder | $183 | $9,750-98.1% | $8,355-97.8% | $13,397-98.6% |