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 | $68,663 | $110,257-37.7% | $96,544-28.9% | $139,434-50.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 0.86% | 26.32%-25.5pp | 25.84%-25.0pp | 372.94%-372.1pp |
| Employer contribution / active EE | $3,336 | $3,620-7.9% | $2,965+12.5% | $4,751-29.8% |
| Participant deferral / active EE | $3,929 | $5,548-29.2% | $4,851-19.0% | $6,710-41.5% |
| Admin fee / account holder | $20 | $11,591-99.8% | $8,252-99.8% | $11,403-99.8% |