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 6-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 | $52,547 | $88,751-40.8% | $81,812-35.8% | $145,922-64.0% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 5.20% | 1025.40%-1020.2pp | 773.79%-768.6pp | 561.29%-556.1pp |
| Employer contribution / active EE | $943 | $3,083-69.4% | $2,912-67.6% | $4,660-79.8% |
| Participant deferral / active EE | $6,714 | $4,643+44.6% | $4,319+55.5% | $6,688+0.4% |
| Admin fee / account holder | $40 | $8,415-99.5% | $7,386-99.5% | $13,397-99.7% |