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 | $52,260 | $110,257-52.6% | $96,544-45.9% | $139,434-62.5% |
| Participation rate | 92.3% | 78.1%+14.2pp | 76.0%+16.3pp | 80.3%+12.0pp |
| Annual return | 2.94% | 26.32%-23.4pp | 25.84%-22.9pp | 372.94%-370.0pp |
| Employer contribution / active EE | $1,779 | $3,620-50.9% | $2,965-40.0% | $4,751-62.6% |
| Participant deferral / active EE | $7,288 | $5,548+31.4% | $4,851+50.2% | $6,710+8.6% |
| Admin fee / account holder | $149 | $11,591-98.7% | $8,252-98.2% | $11,403-98.7% |