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 | $69,978 | $90,503-22.7% | $78,689-11.1% | $273,961-74.5% |
| Participation rate | 92.3% | 76.5%+15.8pp | 73.6%+18.7pp | 83.0%+9.3pp |
| Annual return | 1.55% | 75.60%-74.1pp | 62.18%-60.6pp | 41.45%-39.9pp |
| Employer contribution / active EE | $6,030 | $3,176+89.9% | $2,851+111.5% | $4,869+23.9% |
| Participant deferral / active EE | $6,594 | $3,901+69.0% | $3,517+87.5% | $5,287+24.7% |
| Admin fee / account holder | $55 | $5,263-99.0% | $4,510-98.8% | $10,132-99.5% |