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 | $26,016 | $96,635-73.1% | $86,612-70.0% | $139,434-81.3% |
| Participation rate | 70.0% | 74.4%-4.4pp | 71.7%-1.7pp | 80.3%-10.3pp |
| Annual return | 9.61% | 106.41%-96.8pp | 591.07%-581.5pp | 372.94%-363.3pp |
| Employer contribution / active EE | $1,660 | $3,263-49.1% | $3,022-45.1% | $4,751-65.1% |
| Participant deferral / active EE | $1,356 | $4,836-72.0% | $4,438-69.4% | $6,710-79.8% |
| Admin fee / account holder | $123 | $6,408-98.1% | $5,614-97.8% | $11,403-98.9% |