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 | $27,068 | $74,888-63.9% | $71,209-62.0% | $142,382-81.0% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.1%+9.9pp |
| Annual return | 9.94% | 345.14%-335.2pp | 282.51%-272.6pp | 217.08%-207.1pp |
| Employer contribution / active EE | $1,035 | $2,854-63.7% | $2,721-62.0% | $4,299-75.9% |
| Participant deferral / active EE | $1,807 | $4,454-59.4% | $4,175-56.7% | $6,507-72.2% |
| Admin fee / account holder | $288 | $5,568-94.8% | $5,349-94.6% | $12,624-97.7% |