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 | $105,925 | $112,096-5.5% | $95,952+10.4% | $158,922-33.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 4.79% | 171.09%-166.3pp | 91.61%-86.8pp | 302.83%-298.0pp |
| Employer contribution / active EE | $9,228 | $3,198+188.6% | $2,541+263.2% | $4,761+93.8% |
| Participant deferral / active EE | $6,381 | $4,784+33.4% | $4,167+53.1% | $5,982+6.7% |
| Admin fee / account holder | $281 | $10,130-97.2% | $6,795-95.9% | $11,246-97.5% |