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 | $87,764 | $198,466-55.8% | $170,442-48.5% | $147,584-40.5% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 7.37% | 257.29%-249.9pp | 205.93%-198.6pp | 578.55%-571.2pp |
| Employer contribution / active EE | $2,125 | $6,184-65.6% | $5,433-60.9% | $4,876-56.4% |
| Participant deferral / active EE | $2,125 | $5,629-62.3% | $4,939-57.0% | $5,439-60.9% |
| Admin fee / account holder | $12 | $16,852-99.9% | $13,880-99.9% | $10,885-99.9% |