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 5-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 | $42,502 | $110,257-61.5% | $96,544-56.0% | $139,434-69.5% |
| Participation rate | 72.7% | 78.1%-5.4pp | 76.0%-3.2pp | 80.3%-7.6pp |
| Annual return | 4.88% | 26.32%-21.4pp | 25.84%-21.0pp | 372.94%-368.1pp |
| Employer contribution / active EE | $2,644 | $3,620-26.9% | $2,965-10.8% | $4,751-44.3% |
| Participant deferral / active EE | $7,863 | $5,548+41.7% | $4,851+62.1% | $6,710+17.2% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |