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 | $67,414 | $181,894-62.9% | $156,549-56.9% | $273,961-75.4% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 1.15% | 30.74%-29.6pp | 32.23%-31.1pp | 41.45%-40.3pp |
| Employer contribution / active EE | $1,606 | $6,248-74.3% | $5,501-70.8% | $4,869-67.0% |
| Participant deferral / active EE | $3,045 | $5,550-45.1% | $4,871-37.5% | $5,287-42.4% |
| Admin fee / account holder | $150 | $15,559-99.0% | $13,027-98.8% | $10,132-98.5% |