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 8-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 | $95,268 | $102,966-7.5% | $90,281+5.5% | $152,861-37.7% |
| Participation rate | 81.3% | 75.9%+5.4pp | 73.3%+8.0pp | 82.4%-1.2pp |
| Annual return | 6.65% | 95.16%-88.5pp | 78.10%-71.4pp | 345.32%-338.7pp |
| Employer contribution / active EE | $3,248 | $3,139+3.5% | $2,854+13.8% | $4,762-31.8% |
| Participant deferral / active EE | $5,405 | $4,281+26.2% | $3,885+39.1% | $5,850-7.6% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |