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 | $81,923 | $123,793-33.8% | $177,821-53.9% | $79,858+2.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 3.66% | 22.82%-19.2pp | 48.32%-44.7pp | 31.71%-28.1pp |
| Employer contribution / active EE | $1,314 | $4,095-67.9% | $5,918-77.8% | $2,471-46.8% |
| Participant deferral / active EE | $4,073 | $5,956-31.6% | $7,714-47.2% | $3,740+8.9% |
| Admin fee / account holder | $188 | $7,243-97.4% | $12,427-98.5% | $5,306-96.5% |