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 | $42,374 | $102,966-58.8% | $90,281-53.1% | $152,861-72.3% |
| Participation rate | 85.7% | 75.9%+9.9pp | 73.3%+12.4pp | 82.4%+3.3pp |
| Annual return | 6.62% | 95.16%-88.5pp | 78.10%-71.5pp | 345.32%-338.7pp |
| Employer contribution / active EE | $2,166 | $3,139-31.0% | $2,854-24.1% | $4,762-54.5% |
| Participant deferral / active EE | $5,686 | $4,281+32.8% | $3,885+46.4% | $5,850-2.8% |
| Admin fee / account holder | $183 | $6,171-97.0% | $5,351-96.6% | $11,596-98.4% |