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 | $58,205 | $53,516+8.8% | $126,539-54.0% | $84,808-31.4% |
| Participation rate | 81.3% | 58.2%+23.0pp | 69.8%+11.4pp | 68.3%+12.9pp |
| Annual return | 12.34% | 58.34%-46.0pp | 425.95%-413.6pp | 40.90%-28.6pp |
| Employer contribution / active EE | $1,413 | $1,535-7.9% | $3,674-61.5% | $2,631-46.3% |
| Participant deferral / active EE | $2,835 | $2,671+6.1% | $4,083-30.6% | $4,212-32.7% |
| Admin fee / account holder | $36 | $4,497-99.2% | $6,065-99.4% | $7,344-99.5% |