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 | $203,315 | $88,707+129.2% | $74,183+174.1% | $273,961-25.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -2.52% | 11.94%-14.5pp | 17.74%-20.3pp | 41.45%-44.0pp |
| Employer contribution / active EE | $7,478 | $3,159+136.7% | $2,370+215.5% | $4,869+53.6% |
| Participant deferral / active EE | $6,404 | $4,212+52.1% | $3,550+80.4% | $5,287+21.1% |
| Admin fee / account holder | $256 | $8,717-97.1% | $5,586-95.4% | $10,132-97.5% |