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 | $56,600 | $115,770-51.1% | $101,248-44.1% | $158,922-64.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 2.32% | 56.14%-53.8pp | 46.47%-44.2pp | 302.83%-300.5pp |
| Employer contribution / active EE | $14,031 | $4,175+236.1% | $3,660+283.4% | $4,761+194.7% |
| Participant deferral / active EE | $7,800 | $4,957+57.3% | $4,370+78.5% | $5,982+30.4% |
| Admin fee / account holder | $226 | $7,245-96.9% | $5,945-96.2% | $11,246-98.0% |