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 | $13,235 | $43,075-69.3% | $74,583-82.3% | $62,891-79.0% |
| Participation rate | 91.8% | 58.1%+33.7pp | 68.1%+23.7pp | 69.3%+22.5pp |
| Annual return | 1.52% | 17.50%-16.0pp | 20.47%-18.9pp | 20.14%-18.6pp |
| Employer contribution / active EE | $568 | $1,498-62.1% | $2,525-77.5% | $2,281-75.1% |
| Participant deferral / active EE | $1,491 | $2,389-37.6% | $3,458-56.9% | $3,203-53.4% |
| Admin fee / account holder | $253 | $2,840-91.1% | $4,138-93.9% | $4,296-94.1% |