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 | $138,379 | $215,361-35.7% | $171,082-19.1% | $273,961-49.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 0.29% | 25.14%-24.9pp | 32.56%-32.3pp | 41.45%-41.2pp |
| Employer contribution / active EE | $5,422 | $4,967+9.2% | $4,002+35.5% | $4,869+11.4% |
| Participant deferral / active EE | $6,777 | $5,543+22.2% | $4,797+41.3% | $5,287+28.2% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |