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 | $58,781 | $159,602-63.2% | $150,045-60.8% | $142,382-58.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 11.18% | 70.24%-59.1pp | 62.55%-51.4pp | 217.08%-205.9pp |
| Employer contribution / active EE | $2,441 | $4,961-50.8% | $4,693-48.0% | $4,299-43.2% |
| Participant deferral / active EE | $8,672 | $8,310+4.4% | $7,997+8.4% | $6,507+33.3% |
| Admin fee / account holder | $47 | $14,846-99.7% | $13,435-99.6% | $12,624-99.6% |