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 | $66,170 | $214,378-69.1% | $200,582-67.0% | $142,382-53.5% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 9.38% | 46.41%-37.0pp | 42.33%-33.0pp | 217.08%-207.7pp |
| Employer contribution / active EE | $1,717 | $6,841-74.9% | $6,419-73.2% | $4,299-60.1% |
| Participant deferral / active EE | $3,413 | $9,865-65.4% | $9,331-63.4% | $6,507-47.5% |
| Admin fee / account holder | $57 | $17,692-99.7% | $16,305-99.7% | $12,624-99.6% |