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 | $47,151 | $226,064-79.1% | $182,532-74.2% | $152,861-69.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 4.39% | 192.51%-188.1pp | 148.54%-144.2pp | 345.32%-340.9pp |
| Employer contribution / active EE | $10,230 | $4,978+105.5% | $4,076+151.0% | $4,762+114.8% |
| Participant deferral / active EE | $5,633 | $6,368-11.5% | $5,524+2.0% | $5,850-3.7% |
| Admin fee / account holder | $138 | $10,703-98.7% | $8,592-98.4% | $11,596-98.8% |