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 | $37,413 | $48,795-23.3% | $65,493-42.9% | $84,808-55.9% |
| Participation rate | 95.1% | 67.0%+28.1pp | 73.1%+22.0pp | 68.3%+26.8pp |
| Annual return | 6.58% | 20.20%-13.6pp | 982.45%-975.9pp | 40.90%-34.3pp |
| Employer contribution / active EE | $917 | $1,930-52.5% | $2,574-64.4% | $2,631-65.1% |
| Participant deferral / active EE | $1,810 | $2,928-38.2% | $3,961-54.3% | $4,212-57.0% |
| Admin fee / account holder | $140 | $3,877-96.4% | $5,028-97.2% | $7,344-98.1% |