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 | $89,762 | $109,881-18.3% | $150,045-40.2% | $84,808+5.8% |
| Participation rate | 79.6% | 76.1%+3.5pp | 82.3%-2.7pp | 68.3%+11.3pp |
| Annual return | 13.40% | 28.25%-14.8pp | 62.55%-49.1pp | 40.90%-27.5pp |
| Employer contribution / active EE | $3,260 | $3,561-8.5% | $4,693-30.5% | $2,631+23.9% |
| Participant deferral / active EE | $6,171 | $6,636-7.0% | $7,997-22.8% | $4,212+46.5% |
| Admin fee / account holder | $199 | $8,568-97.7% | $13,435-98.5% | $7,344-97.3% |