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 9-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 | $116,246 | $83,477+39.3% | $125,175-7.1% | $72,985+59.3% |
| Participation rate | 96.6% | 73.3%+23.2pp | 79.8%+16.8pp | 69.5%+27.1pp |
| Annual return | -3.22% | 25.78%-29.0pp | 43.79%-47.0pp | 81.00%-84.2pp |
| Employer contribution / active EE | $860 | $2,345-63.3% | $3,865-77.7% | $2,440-64.7% |
| Participant deferral / active EE | $1,791 | $3,585-50.1% | $4,937-63.7% | $3,607-50.4% |
| Admin fee / account holder | -$3,991 | $5,517-172.3% | $9,702-141.1% | $5,124-177.9% |