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 | $46,367 | $89,753-48.3% | $107,525-56.9% | $84,808-45.3% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 12.60% | 29.48%-16.9pp | 181.32%-168.7pp | 40.90%-28.3pp |
| Employer contribution / active EE | $2,798 | $3,113-10.1% | $3,754-25.5% | $2,631+6.3% |
| Participant deferral / active EE | $8,643 | $4,056+113.1% | $5,116+69.0% | $4,212+105.2% |
| Admin fee / account holder | $235 | $7,222-96.7% | $8,919-97.4% | $7,344-96.8% |