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 | $61,374 | $74,888-18.0% | $71,209-13.8% | $142,382-56.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 7.44% | 345.14%-337.7pp | 282.51%-275.1pp | 217.08%-209.6pp |
| Employer contribution / active EE | $5,470 | $2,854+91.6% | $2,721+101.0% | $4,299+27.2% |
| Participant deferral / active EE | $8,452 | $4,454+89.8% | $4,175+102.4% | $6,507+29.9% |
| Admin fee / account holder | $110 | $5,568-98.0% | $5,349-97.9% | $12,624-99.1% |