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 | $26,037 | $107,334-75.7% | $92,893-72.0% | $152,861-83.0% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.0%-4.6pp | 82.4%-11.0pp |
| Annual return | 6.75% | 145.58%-138.8pp | 109.41%-102.7pp | 345.32%-338.6pp |
| Employer contribution / active EE | $1,401 | $4,221-66.8% | $3,653-61.6% | $4,762-70.6% |
| Participant deferral / active EE | $5,114 | $4,845+5.6% | $4,236+20.7% | $5,850-12.6% |
| Admin fee / account holder | $42 | $7,079-99.4% | $5,794-99.3% | $11,596-99.6% |