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 | $58,586 | $93,571-37.4% | $135,903-56.9% | $75,163-22.1% |
| Participation rate | 71.6% | 75.2%-3.6pp | 81.9%-10.3pp | 67.2%+4.4pp |
| Annual return | 8.80% | 30.90%-22.1pp | 68.23%-59.4pp | 160.62%-151.8pp |
| Employer contribution / active EE | $3,275 | $3,537-7.4% | $4,856-32.6% | $2,670+22.7% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $7,758-100.0% | $4,125-100.0% |
| Admin fee / account holder | $232 | $6,975-96.7% | $10,762-97.8% | $5,651-95.9% |