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 | $79,837 | $109,359-27.0% | $162,163-50.8% | $72,985+9.4% |
| Participation rate | 70.8% | 84.3%-13.4pp | 87.6%-16.7pp | 69.5%+1.3pp |
| Annual return | 6.18% | 25.46%-19.3pp | 115.59%-109.4pp | 81.00%-74.8pp |
| Employer contribution / active EE | $4,012 | $3,907+2.7% | $5,614-28.5% | $2,440+64.4% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,298-100.0% | $3,607-100.0% |
| Admin fee / account holder | $0 | $7,972-100.0% | $10,843-100.0% | $5,124-100.0% |