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 | $28,308 | $96,484-70.7% | $75,886-62.7% | $152,861-81.5% |
| Participation rate | 86.7% | 76.2%+10.5pp | 69.3%+17.4pp | 82.4%+4.2pp |
| Annual return | 3.43% | 33.98%-30.6pp | 30.76%-27.3pp | 345.32%-341.9pp |
| Employer contribution / active EE | $1,820 | $3,309-45.0% | $2,500-27.2% | $4,762-61.8% |
| Participant deferral / active EE | $4,401 | $4,553-3.3% | $3,603+22.1% | $5,850-24.8% |
| Admin fee / account holder | $4 | $8,078-100.0% | $5,418-99.9% | $11,596-100.0% |