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 | $85,265 | $110,257-22.7% | $96,544-11.7% | $139,434-38.8% |
| Participation rate | 90.0% | 78.1%+11.9pp | 76.0%+14.0pp | 80.3%+9.7pp |
| Annual return | 7.44% | 26.32%-18.9pp | 25.84%-18.4pp | 372.94%-365.5pp |
| Employer contribution / active EE | $1,795 | $3,620-50.4% | $2,965-39.5% | $4,751-62.2% |
| Participant deferral / active EE | $6,438 | $5,548+16.0% | $4,851+32.7% | $6,710-4.1% |
| Admin fee / account holder | $97 | $11,591-99.2% | $8,252-98.8% | $11,403-99.1% |