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 | $180,476 | $65,395+176.0% | $182,532-1.1% | $72,985+147.3% |
| Participation rate | 85.5% | 65.4%+20.0pp | 78.0%+7.5pp | 69.5%+16.0pp |
| Annual return | 13.63% | 27.68%-14.1pp | 148.54%-134.9pp | 81.00%-67.4pp |
| Employer contribution / active EE | $4,546 | $1,911+137.9% | $4,076+11.5% | $2,440+86.3% |
| Participant deferral / active EE | $10,311 | $3,563+189.4% | $5,524+86.6% | $3,607+185.8% |
| Admin fee / account holder | $154 | $4,245-96.4% | $8,592-98.2% | $5,124-97.0% |