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 | $61,315 | $159,602-61.6% | $150,045-59.1% | $142,382-56.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 11.48% | 70.24%-58.8pp | 62.55%-51.1pp | 217.08%-205.6pp |
| Employer contribution / active EE | $3,001 | $4,961-39.5% | $4,693-36.0% | $4,299-30.2% |
| Participant deferral / active EE | $3,154 | $8,310-62.0% | $7,997-60.6% | $6,507-51.5% |
| Admin fee / account holder | $232 | $14,846-98.4% | $13,435-98.3% | $12,624-98.2% |