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 | $89,081 | $152,587-41.6% | $125,175-28.8% | $152,861-41.7% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 2.80% | 54.84%-52.0pp | 43.79%-41.0pp | 345.32%-342.5pp |
| Employer contribution / active EE | $1,154 | $4,946-76.7% | $3,865-70.2% | $4,762-75.8% |
| Participant deferral / active EE | $2,343 | $5,868-60.1% | $4,937-52.5% | $5,850-59.9% |
| Admin fee / account holder | $22 | $13,434-99.8% | $9,702-99.8% | $11,596-99.8% |