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 | $52,477 | $39,122+34.1% | $57,179-8.2% | $62,891-16.6% |
| Participation rate | 96.9% | 70.5%+26.4pp | 75.3%+21.5pp | 69.3%+27.6pp |
| Annual return | 0.44% | 9.23%-8.8pp | 14.59%-14.1pp | 20.14%-19.7pp |
| Employer contribution / active EE | $1,030 | $1,874-45.1% | $2,682-61.6% | $2,281-54.9% |
| Participant deferral / active EE | $1,764 | $2,374-25.7% | $3,096-43.0% | $3,203-44.9% |
| Admin fee / account holder | $278 | $2,592-89.3% | $3,139-91.2% | $4,296-93.5% |