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 | $158,886 | $152,587+4.1% | $125,175+26.9% | $152,861+3.9% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 1.58% | 54.84%-53.3pp | 43.79%-42.2pp | 345.32%-343.7pp |
| Employer contribution / active EE | $1,123 | $4,946-77.3% | $3,865-71.0% | $4,762-76.4% |
| Participant deferral / active EE | $2,942 | $5,868-49.9% | $4,937-40.4% | $5,850-49.7% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |