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 | $110,411 | $106,890+3.3% | $84,015+31.4% | $152,861-27.8% |
| Participation rate | 80.0% | 75.2%+4.8pp | 69.0%+11.0pp | 82.4%-2.4pp |
| Annual return | 0.06% | 104.99%-104.9pp | 71.31%-71.3pp | 345.32%-345.3pp |
| Employer contribution / active EE | $6,447 | $2,734+135.8% | $1,983+225.0% | $4,762+35.4% |
| Participant deferral / active EE | $7,474 | $4,011+86.3% | $3,239+130.8% | $5,850+27.7% |
| Admin fee / account holder | $17 | $8,285-99.8% | $6,101-99.7% | $11,596-99.9% |