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 | $63,700 | $76,552-16.8% | $123,892-48.6% | $62,891+1.3% |
| Participation rate | 97.4% | 73.0%+24.5pp | 81.4%+16.0pp | 69.3%+28.1pp |
| Annual return | 4.22% | 18.68%-14.5pp | 47.52%-43.3pp | 20.14%-15.9pp |
| Employer contribution / active EE | $5,045 | $2,883+75.0% | $4,617+9.3% | $2,281+121.2% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $170 | $4,826-96.5% | $8,357-98.0% | $4,296-96.0% |