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 | $91,444 | $159,602-42.7% | $150,045-39.1% | $142,382-35.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 3.06% | 70.24%-67.2pp | 62.55%-59.5pp | 217.08%-214.0pp |
| Employer contribution / active EE | $1,545 | $4,961-68.8% | $4,693-67.1% | $4,299-64.1% |
| Participant deferral / active EE | $15,587 | $8,310+87.6% | $7,997+94.9% | $6,507+139.5% |
| Admin fee / account holder | $245 | $14,846-98.3% | $13,435-98.2% | $12,624-98.1% |