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 | $73,153 | $124,319-41.2% | $111,297-34.3% | $167,490-56.3% |
| Participation rate | 80.0% | 79.6%+0.4pp | 77.3%+2.7pp | 82.1%-2.1pp |
| Annual return | 8.44% | 37.44%-29.0pp | 54.65%-46.2pp | 478.56%-470.1pp |
| Employer contribution / active EE | $838 | $3,435-75.6% | $2,731-69.3% | $4,837-82.7% |
| Participant deferral / active EE | $3,565 | $5,180-31.2% | $4,487-20.5% | $6,341-43.8% |
| Admin fee / account holder | $22 | $10,618-99.8% | $7,964-99.7% | $12,309-99.8% |