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 | $91,068 | $106,890-14.8% | $84,015+8.4% | $152,861-40.4% |
| Participation rate | 73.7% | 75.2%-1.6pp | 69.0%+4.7pp | 82.4%-8.8pp |
| Annual return | 1.98% | 104.99%-103.0pp | 71.31%-69.3pp | 345.32%-343.3pp |
| Employer contribution / active EE | $1,142 | $2,734-58.2% | $1,983-42.4% | $4,762-76.0% |
| Participant deferral / active EE | $1,299 | $4,011-67.6% | $3,239-59.9% | $5,850-77.8% |
| Admin fee / account holder | $57 | $8,285-99.3% | $6,101-99.1% | $11,596-99.5% |