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 | $57,616 | $176,812-67.4% | $146,665-60.7% | $167,490-65.6% |
| Participation rate | 87.5% | 83.6%+3.9pp | 80.1%+7.4pp | 82.1%+5.4pp |
| Annual return | 7.10% | 24.03%-16.9pp | 22.74%-15.6pp | 478.56%-471.5pp |
| Employer contribution / active EE | $2,155 | $5,160-58.2% | $4,136-47.9% | $4,837-55.5% |
| Participant deferral / active EE | $3,137 | $6,440-51.3% | $5,506-43.0% | $6,341-50.5% |
| Admin fee / account holder | $115 | $13,259-99.1% | $10,280-98.9% | $12,309-99.1% |