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 | $46,586 | $135,952-65.7% | $123,892-62.4% | $273,961-83.0% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 2.78% | 56.63%-53.8pp | 47.52%-44.7pp | 41.45%-38.7pp |
| Employer contribution / active EE | $1,944 | $5,170-62.4% | $4,617-57.9% | $4,869-60.1% |
| Participant deferral / active EE | $4,006 | $6,343-36.8% | $5,984-33.0% | $5,287-24.2% |
| Admin fee / account holder | $6 | $9,817-99.9% | $8,357-99.9% | $10,132-99.9% |