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 | $63,438 | $88,370-28.2% | $112,977-43.8% | $79,858-20.6% |
| Participation rate | 96.2% | 76.8%+19.4pp | 82.6%+13.6pp | 69.6%+26.5pp |
| Annual return | -0.13% | 23.16%-23.3pp | 24.24%-24.4pp | 31.71%-31.8pp |
| Employer contribution / active EE | $1,325 | $3,398-61.0% | $4,255-68.9% | $2,471-46.4% |
| Participant deferral / active EE | $3,678 | $4,536-18.9% | $5,836-37.0% | $3,740-1.7% |
| Admin fee / account holder | $220 | $5,750-96.2% | $6,294-96.5% | $5,306-95.8% |