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 9-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 | $96,819 | $70,475+37.4% | $100,516-3.7% | $79,858+21.2% |
| Participation rate | 96.0% | 73.7%+22.3pp | 79.4%+16.6pp | 69.6%+26.4pp |
| Annual return | 9.49% | 21.90%-12.4pp | 30.89%-21.4pp | 31.71%-22.2pp |
| Employer contribution / active EE | $1,633 | $2,165-24.6% | $3,418-52.2% | $2,471-33.9% |
| Participant deferral / active EE | $3,649 | $5,181-29.6% | $6,270-41.8% | $3,740-2.4% |
| Admin fee / account holder | $64 | $4,478-98.6% | $8,081-99.2% | $5,306-98.8% |