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 | $59,372 | $179,726-67.0% | $156,263-62.0% | $142,382-58.3% |
| Participation rate | 92.9% | 82.1%+10.8pp | 78.9%+13.9pp | 80.1%+12.7pp |
| Annual return | 7.73% | 77.86%-70.1pp | 59.47%-51.7pp | 217.08%-209.3pp |
| Employer contribution / active EE | $2,023 | $5,069-60.1% | $4,333-53.3% | $4,299-52.9% |
| Participant deferral / active EE | $4,610 | $6,956-33.7% | $6,158-25.1% | $6,507-29.2% |
| Admin fee / account holder | $221 | $17,272-98.7% | $14,255-98.5% | $12,624-98.3% |