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 | $90,139 | $101,069-10.8% | $81,478+10.6% | $147,584-38.9% |
| Participation rate | 88.9% | 74.5%+14.4pp | 68.0%+20.9pp | 82.8%+6.1pp |
| Annual return | 7.06% | 32.40%-25.3pp | 38.78%-31.7pp | 578.55%-571.5pp |
| Employer contribution / active EE | $589 | $3,205-81.6% | $2,568-77.1% | $4,876-87.9% |
| Participant deferral / active EE | $1,790 | $4,242-57.8% | $3,537-49.4% | $5,439-67.1% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |