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 | $61,206 | $102,966-40.6% | $90,281-32.2% | $152,861-60.0% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.4%-7.4pp |
| Annual return | 3.86% | 95.16%-91.3pp | 78.10%-74.2pp | 345.32%-341.5pp |
| Employer contribution / active EE | $1,668 | $3,139-46.9% | $2,854-41.6% | $4,762-65.0% |
| Participant deferral / active EE | $6,246 | $4,281+45.9% | $3,885+60.8% | $5,850+6.8% |
| Admin fee / account holder | $19 | $6,171-99.7% | $5,351-99.6% | $11,596-99.8% |