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 | $124,774 | $135,952-8.2% | $123,892+0.7% | $273,961-54.5% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | 0.57% | 56.63%-56.1pp | 47.52%-46.9pp | 41.45%-40.9pp |
| Employer contribution / active EE | $3,148 | $5,170-39.1% | $4,617-31.8% | $4,869-35.3% |
| Participant deferral / active EE | $9,890 | $6,343+55.9% | $5,984+65.3% | $5,287+87.1% |
| Admin fee / account holder | $230 | $9,817-97.7% | $8,357-97.2% | $10,132-97.7% |