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 | $84,176 | $153,772-45.3% | $133,980-37.2% | $273,961-69.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 2.29% | 36.51%-34.2pp | 29.30%-27.0pp | 41.45%-39.2pp |
| Employer contribution / active EE | $1,667 | $6,029-72.4% | $5,211-68.0% | $4,869-65.8% |
| Participant deferral / active EE | $9,750 | $6,958+40.1% | $6,282+55.2% | $5,287+84.4% |
| Admin fee / account holder | $183 | $11,765-98.4% | $9,324-98.0% | $10,132-98.2% |