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 | $66,853 | $162,781-58.9% | $133,956-50.1% | $158,922-57.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 5.38% | 41.94%-36.6pp | 45.09%-39.7pp | 302.83%-297.4pp |
| Employer contribution / active EE | $3,115 | $4,975-37.4% | $3,919-20.5% | $4,761-34.6% |
| Participant deferral / active EE | $4,925 | $5,911-16.7% | $5,048-2.4% | $5,982-17.7% |
| Admin fee / account holder | $300 | $11,736-97.4% | $8,927-96.6% | $11,246-97.3% |