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 | $107,969 | $179,726-39.9% | $156,263-30.9% | $142,382-24.2% |
| Participation rate | 81.3% | 82.1%-0.8pp | 78.9%+2.3pp | 80.1%+1.1pp |
| Annual return | 9.22% | 77.86%-68.6pp | 59.47%-50.2pp | 217.08%-207.9pp |
| Employer contribution / active EE | $0 | $5,069-100.0% | $4,333-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $6,055 | $6,956-13.0% | $6,158-1.7% | $6,507-7.0% |
| Admin fee / account holder | $7 | $17,272-100.0% | $14,255-100.0% | $12,624-99.9% |