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 | $75,559 | $95,803-21.1% | $113,168-33.2% | $84,808-10.9% |
| Participation rate | 96.7% | 72.9%+23.8pp | 76.6%+20.1pp | 68.3%+28.4pp |
| Annual return | 11.22% | 25.00%-13.8pp | 24.27%-13.0pp | 40.90%-29.7pp |
| Employer contribution / active EE | $2,236 | $2,360-5.3% | $2,975-24.9% | $2,631-15.0% |
| Participant deferral / active EE | $3,966 | $4,242-6.5% | $5,107-22.3% | $4,212-5.8% |
| Admin fee / account holder | $258 | $8,989-97.1% | $12,068-97.9% | $7,344-96.5% |