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 | $85,932 | $117,841-27.1% | $102,423-16.1% | $145,922-41.1% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 7.62% | 31.65%-24.0pp | 29.32%-21.7pp | 561.29%-553.7pp |
| Employer contribution / active EE | $5,474 | $3,615+51.4% | $3,023+81.1% | $4,660+17.5% |
| Participant deferral / active EE | $2,165 | $5,731-62.2% | $5,053-57.2% | $6,688-67.6% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |