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 | $19,380 | $90,503-78.6% | $78,689-75.4% | $273,961-92.9% |
| Participation rate | 91.7% | 76.5%+15.1pp | 73.6%+18.1pp | 83.0%+8.7pp |
| Annual return | 1.58% | 75.60%-74.0pp | 62.18%-60.6pp | 41.45%-39.9pp |
| Employer contribution / active EE | $2,477 | $3,176-22.0% | $2,851-13.1% | $4,869-49.1% |
| Participant deferral / active EE | $5,622 | $3,901+44.1% | $3,517+59.9% | $5,287+6.3% |
| Admin fee / account holder | $53 | $5,263-99.0% | $4,510-98.8% | $10,132-99.5% |