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 | $104,444 | $74,927+39.4% | $101,794+2.6% | $84,808+23.2% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 9.27% | 18.70%-9.4pp | 30.53%-21.3pp | 40.90%-31.6pp |
| Employer contribution / active EE | $2,459 | $1,522+61.6% | $2,289+7.4% | $2,631-6.5% |
| Participant deferral / active EE | $5,190 | $3,099+67.5% | $4,084+27.1% | $4,212+23.2% |
| Admin fee / account holder | $199 | $6,514-96.9% | $8,777-97.7% | $7,344-97.3% |