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 5-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 | $59,354 | $111,754-46.9% | $103,333-42.6% | $145,922-59.3% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 7.42% | 24.77%-17.4pp | 24.88%-17.5pp | 561.29%-553.9pp |
| Employer contribution / active EE | $1,332 | $4,212-68.4% | $3,868-65.6% | $4,660-71.4% |
| Participant deferral / active EE | $7,196 | $5,619+28.1% | $5,057+42.3% | $6,688+7.6% |
| Admin fee / account holder | $134 | $9,750-98.6% | $8,355-98.4% | $13,397-99.0% |