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 | $33,957 | $127,065-73.3% | $113,168-70.0% | $142,382-76.2% |
| Participation rate | 85.0% | 79.2%+5.8pp | 76.6%+8.4pp | 80.1%+4.9pp |
| Annual return | 9.19% | 24.03%-14.8pp | 24.27%-15.1pp | 217.08%-207.9pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,992 | $5,716-65.1% | $5,107-61.0% | $6,507-69.4% |
| Admin fee / account holder | $21 | $15,736-99.9% | $12,068-99.8% | $12,624-99.8% |