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 | $29,473 | $107,934-72.7% | $91,989-68.0% | $152,861-80.7% |
| Participation rate | 75.0% | 81.2%-6.2pp | 78.6%-3.6pp | 82.4%-7.4pp |
| Annual return | 2.07% | 89.24%-87.2pp | 69.02%-67.0pp | 345.32%-343.3pp |
| Employer contribution / active EE | $2,155 | $4,210-48.8% | $3,452-37.6% | $4,762-54.7% |
| Participant deferral / active EE | $10,109 | $6,364+58.8% | $5,923+70.7% | $5,850+72.8% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |