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 | $55,684 | $140,940-60.5% | $112,229-50.4% | $139,434-60.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 4.23% | 32.71%-28.5pp | 30.20%-26.0pp | 372.94%-368.7pp |
| Employer contribution / active EE | $1,657 | $4,283-61.3% | $3,430-51.7% | $4,751-65.1% |
| Participant deferral / active EE | $4,142 | $5,874-29.5% | $4,798-13.7% | $6,710-38.3% |
| Admin fee / account holder | $20 | $9,954-99.8% | $7,748-99.7% | $11,403-99.8% |