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 | $65,846 | $144,119-54.3% | $117,854-44.1% | $147,584-55.4% |
| Participation rate | 94.4% | 83.4%+11.0pp | 79.7%+14.8pp | 82.8%+11.6pp |
| Annual return | 7.21% | 531.15%-523.9pp | 335.08%-327.9pp | 578.55%-571.3pp |
| Employer contribution / active EE | $1,830 | $4,896-62.6% | $3,786-51.7% | $4,876-62.5% |
| Participant deferral / active EE | $4,158 | $5,316-21.8% | $4,482-7.2% | $5,439-23.6% |
| Admin fee / account holder | $152 | $10,886-98.6% | $8,020-98.1% | $10,885-98.6% |