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 | $58,808 | $135,952-56.7% | $123,892-52.5% | $273,961-78.5% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 1.93% | 56.63%-54.7pp | 47.52%-45.6pp | 41.45%-39.5pp |
| Employer contribution / active EE | $10,142 | $5,170+96.2% | $4,617+119.7% | $4,869+108.3% |
| Participant deferral / active EE | $5,266 | $6,343-17.0% | $5,984-12.0% | $5,287-0.4% |
| Admin fee / account holder | $238 | $9,817-97.6% | $8,357-97.1% | $10,132-97.6% |