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 | $28,225 | $157,256-82.1% | $141,162-80.0% | $152,861-81.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | -1.40% | 64.32%-65.7pp | 71.39%-72.8pp | 345.32%-346.7pp |
| Employer contribution / active EE | $3,531 | $5,261-32.9% | $4,735-25.4% | $4,762-25.9% |
| Participant deferral / active EE | $3,429 | $7,109-51.8% | $6,709-48.9% | $5,850-41.4% |
| Admin fee / account holder | $38 | $12,120-99.7% | $10,261-99.6% | $11,596-99.7% |