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 9-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 | $39,465 | $60,892-35.2% | $82,389-52.1% | $84,808-53.5% |
| Participation rate | 96.7% | 63.3%+33.4pp | 69.5%+27.1pp | 68.3%+28.4pp |
| Annual return | 12.38% | 37.29%-24.9pp | 28.67%-16.3pp | 40.90%-28.5pp |
| Employer contribution / active EE | $5,075 | $1,779+185.2% | $2,517+101.6% | $2,631+92.9% |
| Participant deferral / active EE | $5,297 | $3,179+66.7% | $4,155+27.5% | $4,212+25.8% |
| Admin fee / account holder | $106 | $5,467-98.1% | $7,231-98.5% | $7,344-98.6% |