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 7-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 | $127,862 | $76,312+67.6% | $67,221+90.2% | $158,922-19.5% |
| Participation rate | 100.0% | 84.3%+15.7pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 4.58% | 22.77%-18.2pp | 20.72%-16.1pp | 302.83%-298.2pp |
| Employer contribution / active EE | $20,000 | $4,476+346.8% | $3,723+437.2% | $4,761+320.1% |
| Participant deferral / active EE | $26,000 | $5,264+393.9% | $4,384+493.1% | $5,982+334.6% |
| Admin fee / account holder | $25 | $8,005-99.7% | $5,844-99.6% | $11,246-99.8% |