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 | $43,765 | $56,897-23.1% | $84,750-48.4% | $62,891-30.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 3.15% | 6.30%-3.1pp | 22.78%-19.6pp | 20.14%-17.0pp |
| Employer contribution / active EE | $2,454 | $2,400+2.3% | $3,574-31.3% | $2,281+7.6% |
| Participant deferral / active EE | $3,019 | $2,709+11.4% | $3,712-18.7% | $3,203-5.7% |
| Admin fee / account holder | $211 | $3,581-94.1% | $5,332-96.0% | $4,296-95.1% |