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 | $32,807 | $45,035-27.2% | $62,995-47.9% | $70,131-53.2% |
| Participation rate | 90.9% | 69.5%+21.4pp | 74.8%+16.1pp | 69.5%+21.4pp |
| Annual return | 8.25% | 18.76%-10.5pp | 87.57%-79.3pp | 73.14%-64.9pp |
| Employer contribution / active EE | $1,659 | $2,051-19.1% | $2,759-39.9% | $2,342-29.2% |
| Participant deferral / active EE | $2,889 | $2,465+17.2% | $3,329-13.2% | $3,332-13.3% |
| Admin fee / account holder | $179 | $2,834-93.7% | $3,600-95.0% | $4,645-96.2% |