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 | $29,259 | $58,512-50.0% | $84,015-65.2% | $72,985-59.9% |
| Participation rate | 70.0% | 61.2%+8.8pp | 69.0%+1.0pp | 69.5%+0.5pp |
| Annual return | 13.93% | 28.93%-15.0pp | 71.31%-57.4pp | 81.00%-67.1pp |
| Employer contribution / active EE | $843 | $1,163-27.5% | $1,983-57.5% | $2,440-65.5% |
| Participant deferral / active EE | $1,071 | $2,394-55.2% | $3,239-66.9% | $3,607-70.3% |
| Admin fee / account holder | $261 | $4,569-94.3% | $6,101-95.7% | $5,124-94.9% |