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 | $129,669 | $107,334+20.8% | $92,893+39.6% | $152,861-15.2% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 2.71% | 145.58%-142.9pp | 109.41%-106.7pp | 345.32%-342.6pp |
| Employer contribution / active EE | $1,626 | $4,221-61.5% | $3,653-55.5% | $4,762-65.9% |
| Participant deferral / active EE | $6,912 | $4,845+42.7% | $4,236+63.2% | $5,850+18.2% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |