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 5-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 | $42,907 | $73,933-42.0% | $96,683-55.6% | $75,163-42.9% |
| Participation rate | 93.8% | 66.4%+27.3pp | 74.3%+19.4pp | 67.2%+26.6pp |
| Annual return | 10.04% | 26.70%-16.7pp | 35.69%-25.7pp | 160.62%-150.6pp |
| Employer contribution / active EE | $735 | $2,928-74.9% | $3,737-80.3% | $2,670-72.5% |
| Participant deferral / active EE | $3,558 | $3,659-2.8% | $4,878-27.1% | $4,125-13.8% |
| Admin fee / account holder | $11 | $5,216-99.8% | $6,730-99.8% | $5,651-99.8% |