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 | $62,310 | $159,602-61.0% | $150,045-58.5% | $142,382-56.2% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.3%+11.8pp | 80.1%+14.0pp |
| Annual return | 10.77% | 70.24%-59.5pp | 62.55%-51.8pp | 217.08%-206.3pp |
| Employer contribution / active EE | $2,206 | $4,961-55.5% | $4,693-53.0% | $4,299-48.7% |
| Participant deferral / active EE | $7,382 | $8,310-11.2% | $7,997-7.7% | $6,507+13.4% |
| Admin fee / account holder | $197 | $14,846-98.7% | $13,435-98.5% | $12,624-98.4% |