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 | $84,659 | $198,466-57.3% | $170,442-50.3% | $147,584-42.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 1.01% | 257.29%-256.3pp | 205.93%-204.9pp | 578.55%-577.5pp |
| Employer contribution / active EE | $4,889 | $6,184-20.9% | $5,433-10.0% | $4,876+0.3% |
| Participant deferral / active EE | $6,520 | $5,629+15.8% | $4,939+32.0% | $5,439+19.9% |
| Admin fee / account holder | $100 | $16,852-99.4% | $13,880-99.3% | $10,885-99.1% |