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 | $67,007 | $70,475-4.9% | $100,516-33.3% | $79,858-16.1% |
| Participation rate | 77.8% | 73.7%+4.1pp | 79.4%-1.6pp | 69.6%+8.1pp |
| Annual return | 10.58% | 21.90%-11.3pp | 30.89%-20.3pp | 31.71%-21.1pp |
| Employer contribution / active EE | $1,649 | $2,165-23.8% | $3,418-51.7% | $2,471-33.2% |
| Participant deferral / active EE | $6,597 | $5,181+27.3% | $6,270+5.2% | $3,740+76.4% |
| Admin fee / account holder | $228 | $4,478-94.9% | $8,081-97.2% | $5,306-95.7% |