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 5-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 | $50,377 | $94,752-46.8% | $112,887-55.4% | $139,434-63.9% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 7.73% | 40.88%-33.1pp | 34.10%-26.4pp | 372.94%-365.2pp |
| Employer contribution / active EE | $11,340 | $4,625+145.2% | $4,563+148.5% | $4,751+138.7% |
| Participant deferral / active EE | $7,076 | $6,512+8.7% | $6,513+8.6% | $6,710+5.5% |
| Admin fee / account holder | $58 | $8,527-99.3% | $7,047-99.2% | $11,403-99.5% |