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 5-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 | $36,805 | $114,381-67.8% | $107,525-65.8% | $142,382-74.2% |
| Participation rate | 72.7% | 78.1%-5.4pp | 75.1%-2.3pp | 80.1%-7.4pp |
| Annual return | 5.63% | 242.71%-237.1pp | 181.32%-175.7pp | 217.08%-211.4pp |
| Employer contribution / active EE | $4,146 | $4,015+3.3% | $3,754+10.5% | $4,299-3.6% |
| Participant deferral / active EE | $4,016 | $5,564-27.8% | $5,116-21.5% | $6,507-38.3% |
| Admin fee / account holder | $80 | $9,860-99.2% | $8,919-99.1% | $12,624-99.4% |