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 | $23,301 | $81,248-71.3% | $155,509-85.0% | $80,856-71.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 5.37% | 33.31%-27.9pp | 64.67%-59.3pp | 35.59%-30.2pp |
| Employer contribution / active EE | $3,205 | $3,100+3.4% | $4,672-31.4% | $2,755+16.3% |
| Participant deferral / active EE | $909 | $3,452-73.7% | $5,626-83.9% | $4,296-78.8% |
| Admin fee / account holder | $0 | $7,997-100.0% | $15,912-100.0% | $6,918-100.0% |