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 | $27,979 | $152,587-81.7% | $125,175-77.6% | $152,861-81.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 0.11% | 54.84%-54.7pp | 43.79%-43.7pp | 345.32%-345.2pp |
| Employer contribution / active EE | $5,355 | $4,946+8.3% | $3,865+38.5% | $4,762+12.5% |
| Participant deferral / active EE | $7,123 | $5,868+21.4% | $4,937+44.3% | $5,850+21.8% |
| Admin fee / account holder | $52 | $13,434-99.6% | $9,702-99.5% | $11,596-99.5% |