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 | $26,487 | $63,346-58.2% | $92,233-71.3% | $70,131-62.2% |
| Participation rate | 86.7% | 68.7%+18.0pp | 76.5%+10.2pp | 69.5%+17.1pp |
| Annual return | 10.03% | 530.12%-520.1pp | 176.28%-166.2pp | 73.14%-63.1pp |
| Employer contribution / active EE | $2,361 | $2,471-4.5% | $3,679-35.8% | $2,342+0.8% |
| Participant deferral / active EE | $2,380 | $2,854-16.6% | $3,897-38.9% | $3,332-28.6% |
| Admin fee / account holder | $187 | $3,840-95.1% | $5,194-96.4% | $4,645-96.0% |