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 | $100,028 | $201,272-50.3% | $184,203-45.7% | $145,922-31.5% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 1.28% | 29.00%-27.7pp | 28.81%-27.5pp | 561.29%-560.0pp |
| Employer contribution / active EE | $2,433 | $7,022-65.3% | $6,427-62.1% | $4,660-47.8% |
| Participant deferral / active EE | $9,817 | $9,806+0.1% | $9,131+7.5% | $6,688+46.8% |
| Admin fee / account holder | $133 | $16,364-99.2% | $13,901-99.0% | $13,397-99.0% |