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 | $36,989 | $80,717-54.2% | $154,803-76.1% | $84,808-56.4% |
| Participation rate | 78.6% | 66.8%+11.8pp | 78.1%+0.5pp | 68.3%+10.3pp |
| Annual return | 9.71% | 37.96%-28.2pp | 58.88%-49.2pp | 40.90%-31.2pp |
| Employer contribution / active EE | $1,581 | $2,761-42.7% | $4,305-63.3% | $2,631-39.9% |
| Participant deferral / active EE | $3,949 | $3,303+19.6% | $5,540-28.7% | $4,212-6.2% |
| Admin fee / account holder | $70 | $6,746-99.0% | $14,329-99.5% | $7,344-99.0% |