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 | $99,499 | $177,572-44.0% | $154,803-35.7% | $142,382-30.1% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 10.92% | 65.07%-54.1pp | 58.88%-48.0pp | 217.08%-206.2pp |
| Employer contribution / active EE | $2,726 | $4,810-43.3% | $4,305-36.7% | $4,299-36.6% |
| Participant deferral / active EE | $5,294 | $6,272-15.6% | $5,540-4.5% | $6,507-18.6% |
| Admin fee / account holder | $130 | $16,786-99.2% | $14,329-99.1% | $12,624-99.0% |