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 | $66,323 | $48,364+37.1% | $71,796-7.6% | $62,891+5.5% |
| Participation rate | 77.5% | 60.6%+16.9pp | 69.1%+8.4pp | 69.3%+8.2pp |
| Annual return | 4.70% | 13.16%-8.5pp | 78.04%-73.3pp | 20.14%-15.4pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,302 | $2,091+105.7% | $2,794+54.0% | $3,203+34.3% |
| Admin fee / account holder | $165 | $3,771-95.6% | $4,815-96.6% | $4,296-96.2% |