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 | $27,127 | $72,012-62.3% | $185,823-85.4% | $79,858-66.0% |
| Participation rate | 80.0% | 65.8%+14.2pp | 78.0%+2.0pp | 69.6%+10.4pp |
| Annual return | 10.84% | 23.12%-12.3pp | 35.95%-25.1pp | 31.71%-20.9pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,087 | $3,779-18.3% | $5,632-45.2% | $3,740-17.5% |
| Admin fee / account holder | $62 | $4,513-98.6% | $9,500-99.4% | $5,306-98.8% |