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 | $48,124 | $102,547-53.1% | $78,210-38.5% | $147,584-67.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 6.57% | 51.08%-44.5pp | 40.90%-34.3pp | 578.55%-572.0pp |
| Employer contribution / active EE | $2,272 | $2,617-13.2% | $2,034+11.7% | $4,876-53.4% |
| Participant deferral / active EE | $2,340 | $3,481-32.8% | $2,823-17.1% | $5,439-57.0% |
| Admin fee / account holder | $191 | $5,059-96.2% | $3,758-94.9% | $10,885-98.2% |