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 9-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 | $45,687 | $100,852-54.7% | $90,404-49.5% | $158,922-71.3% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 3.45% | 1724.20%-1720.8pp | 1293.02%-1289.6pp | 302.83%-299.4pp |
| Employer contribution / active EE | $2,782 | $3,689-24.6% | $3,262-14.7% | $4,761-41.6% |
| Participant deferral / active EE | $5,927 | $4,348+36.3% | $3,963+49.5% | $5,982-0.9% |
| Admin fee / account holder | $128 | $6,501-98.0% | $5,611-97.7% | $11,246-98.9% |