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 | $60,083 | $148,534-59.5% | $135,903-55.8% | $139,434-56.9% |
| Participation rate | 72.2% | 83.9%-11.6pp | 81.9%-9.7pp | 80.3%-8.1pp |
| Annual return | 10.38% | 79.19%-68.8pp | 68.23%-57.9pp | 372.94%-362.6pp |
| Employer contribution / active EE | $2,415 | $5,243-53.9% | $4,856-50.3% | $4,751-49.2% |
| Participant deferral / active EE | $5,417 | $8,100-33.1% | $7,758-30.2% | $6,710-19.3% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |