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 | $42,008 | $81,248-48.3% | $155,509-73.0% | $80,856-48.0% |
| Participation rate | 78.0% | 66.2%+11.8pp | 78.2%-0.1pp | 67.6%+10.4pp |
| Annual return | 8.86% | 33.31%-24.4pp | 64.67%-55.8pp | 35.59%-26.7pp |
| Employer contribution / active EE | $4,841 | $3,100+56.1% | $4,672+3.6% | $2,755+75.7% |
| Participant deferral / active EE | $1,694 | $3,452-50.9% | $5,626-69.9% | $4,296-60.6% |
| Admin fee / account holder | $138 | $7,997-98.3% | $15,912-99.1% | $6,918-98.0% |