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 | $75,124 | $148,534-49.4% | $135,903-44.7% | $139,434-46.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 5.82% | 79.19%-73.4pp | 68.23%-62.4pp | 372.94%-367.1pp |
| Employer contribution / active EE | $9,675 | $5,243+84.5% | $4,856+99.2% | $4,751+103.7% |
| Participant deferral / active EE | $7,833 | $8,100-3.3% | $7,758+1.0% | $6,710+16.7% |
| Admin fee / account holder | $272 | $12,400-97.8% | $10,762-97.5% | $11,403-97.6% |