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 | $43,489 | $118,427-63.3% | $66,042-34.1% | $142,382-69.5% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 3.18% | 35.57%-32.4pp | 52.11%-48.9pp | 217.08%-213.9pp |
| Employer contribution / active EE | $494 | $2,570-80.8% | $1,579-68.7% | $4,299-88.5% |
| Participant deferral / active EE | $1,975 | $4,311-54.2% | $2,835-30.3% | $6,507-69.6% |
| Admin fee / account holder | $4 | $9,593-100.0% | $5,747-99.9% | $12,624-100.0% |