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 | $162,991 | $80,717+101.9% | $154,803+5.3% | $84,808+92.2% |
| Participation rate | 75.0% | 66.8%+8.2pp | 78.1%-3.1pp | 68.3%+6.7pp |
| Annual return | 12.82% | 37.96%-25.1pp | 58.88%-46.1pp | 40.90%-28.1pp |
| Employer contribution / active EE | $2,166 | $2,761-21.6% | $4,305-49.7% | $2,631-17.7% |
| Participant deferral / active EE | $4,198 | $3,303+27.1% | $5,540-24.2% | $4,212-0.3% |
| Admin fee / account holder | $26 | $6,746-99.6% | $14,329-99.8% | $7,344-99.6% |