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 | $78,934 | $51,315+53.8% | $95,745-17.6% | $71,457+10.5% |
| Participation rate | 71.6% | 63.0%+8.5pp | 72.3%-0.7pp | 67.9%+3.6pp |
| Annual return | 11.77% | 25.26%-13.5pp | 28.35%-16.6pp | 28.85%-17.1pp |
| Employer contribution / active EE | $2,010 | $1,819+10.5% | $2,835-29.1% | $2,588-22.3% |
| Participant deferral / active EE | $4,403 | $3,358+31.1% | $4,245+3.7% | $4,289+2.7% |
| Admin fee / account holder | $267 | $1,137-76.6% | $5,678-95.3% | $1,587-83.2% |