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 | $110,584 | $111,754-1.0% | $103,333+7.0% | $145,922-24.2% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 7.10% | 24.77%-17.7pp | 24.88%-17.8pp | 561.29%-554.2pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,868-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $4,568 | $5,619-18.7% | $5,057-9.7% | $6,688-31.7% |
| Admin fee / account holder | $268 | $9,750-97.2% | $8,355-96.8% | $13,397-98.0% |