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 | $21,136 | $54,762-61.4% | $90,281-76.6% | $72,985-71.0% |
| Participation rate | 84.6% | 65.1%+19.5pp | 73.3%+11.3pp | 69.5%+15.1pp |
| Annual return | 14.39% | 30.63%-16.2pp | 78.10%-63.7pp | 81.00%-66.6pp |
| Employer contribution / active EE | $423 | $2,092-79.8% | $2,854-85.2% | $2,440-82.6% |
| Participant deferral / active EE | $1,323 | $2,887-54.2% | $3,885-65.9% | $3,607-63.3% |
| Admin fee / account holder | $174 | $3,972-95.6% | $5,351-96.7% | $5,124-96.6% |