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 | $101,311 | $165,335-38.7% | $149,696-32.3% | $158,922-36.3% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 4.40% | 348.15%-343.7pp | 276.60%-272.2pp | 302.83%-298.4pp |
| Employer contribution / active EE | $2,244 | $5,103-56.0% | $4,644-51.7% | $4,761-52.9% |
| Participant deferral / active EE | $4,748 | $7,181-33.9% | $6,842-30.6% | $5,982-20.6% |
| Admin fee / account holder | $58 | $10,807-99.5% | $9,309-99.4% | $11,246-99.5% |