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 4-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 | $76,487 | $159,602-52.1% | $150,045-49.0% | $142,382-46.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 4.11% | 70.24%-66.1pp | 62.55%-58.4pp | 217.08%-213.0pp |
| Employer contribution / active EE | $2,715 | $4,961-45.3% | $4,693-42.1% | $4,299-36.8% |
| Participant deferral / active EE | $6,590 | $8,310-20.7% | $7,997-17.6% | $6,507+1.3% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |