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 | $85,371 | $165,335-48.4% | $149,696-43.0% | $158,922-46.3% |
| Participation rate | 86.7% | 84.6%+2.1pp | 82.5%+4.2pp | 82.0%+4.7pp |
| Annual return | 0.88% | 348.15%-347.3pp | 276.60%-275.7pp | 302.83%-301.9pp |
| Employer contribution / active EE | $9,252 | $5,103+81.3% | $4,644+99.2% | $4,761+94.3% |
| Participant deferral / active EE | $4,849 | $7,181-32.5% | $6,842-29.1% | $5,982-18.9% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |