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 | $141,049 | $127,065+11.0% | $113,168+24.6% | $142,382-0.9% |
| Participation rate | 91.7% | 79.2%+12.5pp | 76.6%+15.1pp | 80.1%+11.5pp |
| Annual return | 8.29% | 24.03%-15.7pp | 24.27%-16.0pp | 217.08%-208.8pp |
| Employer contribution / active EE | $980 | $3,442-71.5% | $2,975-67.1% | $4,299-77.2% |
| Participant deferral / active EE | $2,835 | $5,716-50.4% | $5,107-44.5% | $6,507-56.4% |
| Admin fee / account holder | $170 | $15,736-98.9% | $12,068-98.6% | $12,624-98.7% |