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 | $18,354 | $107,934-83.0% | $91,989-80.0% | $152,861-88.0% |
| Participation rate | 75.0% | 81.2%-6.2pp | 78.6%-3.6pp | 82.4%-7.4pp |
| Annual return | 8.51% | 89.24%-80.7pp | 69.02%-60.5pp | 345.32%-336.8pp |
| Employer contribution / active EE | $1,624 | $4,210-61.4% | $3,452-53.0% | $4,762-65.9% |
| Participant deferral / active EE | $2,734 | $6,364-57.0% | $5,923-53.8% | $5,850-53.3% |
| Admin fee / account holder | $265 | $10,520-97.5% | $7,743-96.6% | $11,596-97.7% |