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 | $78,747 | $65,365+20.5% | $92,893-15.2% | $72,985+7.9% |
| Participation rate | 86.7% | 68.3%+18.4pp | 76.0%+10.7pp | 69.5%+17.2pp |
| Annual return | 11.23% | 42.10%-30.9pp | 109.41%-98.2pp | 81.00%-69.8pp |
| Employer contribution / active EE | $1,395 | $2,594-46.2% | $3,653-61.8% | $2,440-42.8% |
| Participant deferral / active EE | $7,201 | $3,128+130.2% | $4,236+70.0% | $3,607+99.6% |
| Admin fee / account holder | $288 | $4,251-93.2% | $5,794-95.0% | $5,124-94.4% |