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 | $40,265 | $58,851-31.6% | $115,157-65.0% | $72,985-44.8% |
| Participation rate | 85.5% | 65.5%+19.9pp | 75.9%+9.6pp | 69.5%+16.0pp |
| Annual return | 3.75% | 23.16%-19.4pp | 35.60%-31.8pp | 81.00%-77.2pp |
| Employer contribution / active EE | $3,398 | $1,798+89.0% | $3,179+6.9% | $2,440+39.3% |
| Participant deferral / active EE | $2,093 | $2,643-20.8% | $4,168-49.8% | $3,607-42.0% |
| Admin fee / account holder | $86 | $6,370-98.7% | $7,088-98.8% | $5,124-98.3% |