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 | $92,184 | $54,541+69.0% | $78,778+17.0% | $70,131+31.4% |
| Participation rate | 70.0% | 60.8%+9.2pp | 69.2%+0.8pp | 69.5%+0.5pp |
| Annual return | 10.20% | 21.07%-10.9pp | 35.62%-25.4pp | 73.14%-62.9pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,290 | $2,210+3.6% | $2,958-22.6% | $3,332-31.3% |
| Admin fee / account holder | $23 | $3,709-99.4% | $5,134-99.6% | $4,645-99.5% |