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 | $94,318 | $80,717+16.8% | $154,803-39.1% | $84,808+11.2% |
| Participation rate | 85.7% | 66.8%+18.9pp | 78.1%+7.6pp | 68.3%+17.4pp |
| Annual return | 2.09% | 37.96%-35.9pp | 58.88%-56.8pp | 40.90%-38.8pp |
| Employer contribution / active EE | $496 | $2,761-82.0% | $4,305-88.5% | $2,631-81.1% |
| Participant deferral / active EE | $1,258 | $3,303-61.9% | $5,540-77.3% | $4,212-70.1% |
| Admin fee / account holder | $212 | $6,746-96.9% | $14,329-98.5% | $7,344-97.1% |