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 | $118,630 | $201,272-41.1% | $184,203-35.6% | $145,922-18.7% |
| Participation rate | 86.7% | 87.5%-0.8pp | 86.8%-0.2pp | 80.3%+6.4pp |
| Annual return | 8.89% | 29.00%-20.1pp | 28.81%-19.9pp | 561.29%-552.4pp |
| Employer contribution / active EE | $3,272 | $7,022-53.4% | $6,427-49.1% | $4,660-29.8% |
| Participant deferral / active EE | $9,489 | $9,806-3.2% | $9,131+3.9% | $6,688+41.9% |
| Admin fee / account holder | $61 | $16,364-99.6% | $13,901-99.6% | $13,397-99.5% |