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 | $68,104 | $127,264-46.5% | $109,895-38.0% | $167,490-59.3% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.2%+0.8pp | 82.1%-7.1pp |
| Annual return | 6.94% | 22.97%-16.0pp | 29.45%-22.5pp | 478.56%-471.6pp |
| Employer contribution / active EE | $1,431 | $3,322-56.9% | $2,842-49.6% | $4,837-70.4% |
| Participant deferral / active EE | $3,037 | $4,514-32.7% | $4,048-25.0% | $6,341-52.1% |
| Admin fee / account holder | $0 | $7,114-100.0% | $6,066-100.0% | $12,309-100.0% |