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 | $72,039 | $198,466-63.7% | $170,442-57.7% | $147,584-51.2% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 5.86% | 257.29%-251.4pp | 205.93%-200.1pp | 578.55%-572.7pp |
| Employer contribution / active EE | $1,398 | $6,184-77.4% | $5,433-74.3% | $4,876-71.3% |
| Participant deferral / active EE | $2,847 | $5,629-49.4% | $4,939-42.4% | $5,439-47.7% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |