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 | $20,946 | $60,124-65.2% | $90,404-76.8% | $79,858-73.8% |
| Participation rate | 72.4% | 65.0%+7.4pp | 72.7%-0.3pp | 69.6%+2.8pp |
| Annual return | 1.34% | 71.94%-70.6pp | 1293.02%-1291.7pp | 31.71%-30.4pp |
| Employer contribution / active EE | $1,543 | $2,068-25.4% | $3,262-52.7% | $2,471-37.6% |
| Participant deferral / active EE | $904 | $2,938-69.2% | $3,963-77.2% | $3,740-75.8% |
| Admin fee / account holder | $182 | $3,976-95.4% | $5,611-96.8% | $5,306-96.6% |