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 | $85,036 | $95,416-10.9% | $185,823-54.2% | $85,850-0.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 11.52% | 23.59%-12.1pp | 122.05%-110.5pp | 318.53%-307.0pp |
| Employer contribution / active EE | $1,285 | $3,314-61.2% | $5,167-75.1% | $2,565-49.9% |
| Participant deferral / active EE | $2,428 | $3,423-29.1% | $5,568-56.4% | $3,952-38.6% |
| Admin fee / account holder | $15 | $7,213-99.8% | $16,237-99.9% | $6,260-99.8% |