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 | $118,155 | $77,899+51.7% | $149,673-21.1% | $75,163+57.2% |
| Participation rate | 89.3% | 65.6%+23.7pp | 78.8%+10.5pp | 67.2%+22.1pp |
| Annual return | 12.49% | 31.72%-19.2pp | 134.42%-121.9pp | 160.62%-148.1pp |
| Employer contribution / active EE | $2,814 | $3,137-10.3% | $4,818-41.6% | $2,670+5.4% |
| Participant deferral / active EE | $2,688 | $3,411-21.2% | $5,680-52.7% | $4,125-34.8% |
| Admin fee / account holder | $169 | $5,956-97.2% | $13,210-98.7% | $5,651-97.0% |