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 | $63,041 | $114,381-44.9% | $107,525-41.4% | $142,382-55.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 2.99% | 242.71%-239.7pp | 181.32%-178.3pp | 217.08%-214.1pp |
| Employer contribution / active EE | $2,655 | $4,015-33.9% | $3,754-29.3% | $4,299-38.2% |
| Participant deferral / active EE | $11,846 | $5,564+112.9% | $5,116+131.6% | $6,507+82.0% |
| Admin fee / account holder | $20 | $9,860-99.8% | $8,919-99.8% | $12,624-99.8% |