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 | $34,416 | $95,266-63.9% | $82,389-58.2% | $142,382-75.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 6.40% | 25.74%-19.3pp | 28.67%-22.3pp | 217.08%-210.7pp |
| Employer contribution / active EE | $1,764 | $2,991-41.0% | $2,517-29.9% | $4,299-59.0% |
| Participant deferral / active EE | $4,361 | $4,809-9.3% | $4,155+5.0% | $6,507-33.0% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |