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 5-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 | $81,673 | $159,901-48.9% | $146,958-44.4% | $145,922-44.0% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 5.08% | 98.13%-93.1pp | 418.34%-413.3pp | 561.29%-556.2pp |
| Employer contribution / active EE | $5,458 | $5,286+3.2% | $4,933+10.6% | $4,660+17.1% |
| Participant deferral / active EE | $4,357 | $8,428-48.3% | $8,070-46.0% | $6,688-34.8% |
| Admin fee / account holder | $1 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |