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 6-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 | $39,464 | $183,519-78.5% | $155,509-74.6% | $145,922-73.0% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 1.69% | 61.17%-59.5pp | 64.67%-63.0pp | 561.29%-559.6pp |
| Employer contribution / active EE | $2,160 | $5,313-59.3% | $4,672-53.8% | $4,660-53.6% |
| Participant deferral / active EE | $8,714 | $6,462+34.8% | $5,626+54.9% | $6,688+30.3% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |