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 | $40,260 | $181,894-77.9% | $156,549-74.3% | $273,961-85.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.81% | 30.74%-27.9pp | 32.23%-29.4pp | 41.45%-38.6pp |
| Employer contribution / active EE | $3,918 | $6,248-37.3% | $5,501-28.8% | $4,869-19.5% |
| Participant deferral / active EE | $1,931 | $5,550-65.2% | $4,871-60.4% | $5,287-63.5% |
| Admin fee / account holder | $12 | $15,559-99.9% | $13,027-99.9% | $10,132-99.9% |