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 | $31,929 | $74,888-57.4% | $71,209-55.2% | $142,382-77.6% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 9.08% | 345.14%-336.1pp | 282.51%-273.4pp | 217.08%-208.0pp |
| Employer contribution / active EE | $416 | $2,854-85.4% | $2,721-84.7% | $4,299-90.3% |
| Participant deferral / active EE | $1,157 | $4,454-74.0% | $4,175-72.3% | $6,507-82.2% |
| Admin fee / account holder | $283 | $5,568-94.9% | $5,349-94.7% | $12,624-97.8% |