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 | $39,497 | $58,512-32.5% | $84,015-53.0% | $72,985-45.9% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 2.41% | 28.93%-26.5pp | 71.31%-68.9pp | 81.00%-78.6pp |
| Employer contribution / active EE | $2,730 | $1,163+134.8% | $1,983+37.7% | $2,440+11.9% |
| Participant deferral / active EE | $3,001 | $2,394+25.4% | $3,239-7.3% | $3,607-16.8% |
| Admin fee / account holder | $148 | $4,569-96.8% | $6,101-97.6% | $5,124-97.1% |