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 | $50,182 | $107,334-53.2% | $92,893-46.0% | $152,861-67.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 9.97% | 145.58%-135.6pp | 109.41%-99.4pp | 345.32%-335.3pp |
| Employer contribution / active EE | $5,969 | $4,221+41.4% | $3,653+63.4% | $4,762+25.3% |
| Participant deferral / active EE | $9,800 | $4,845+102.3% | $4,236+131.3% | $5,850+67.5% |
| Admin fee / account holder | $192 | $7,079-97.3% | $5,794-96.7% | $11,596-98.3% |