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 | $69,124 | $72,492-4.6% | $87,100-20.6% | $72,985-5.3% |
| Participation rate | 72.4% | 72.8%-0.4pp | 76.9%-4.5pp | 69.5%+2.9pp |
| Annual return | 1.84% | 24.46%-22.6pp | 28.19%-26.4pp | 81.00%-79.2pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,527 | $3,270-53.3% | $4,049-62.3% | $3,607-57.7% |
| Admin fee / account holder | $180 | $5,055-96.4% | $7,497-97.6% | $5,124-96.5% |