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 9-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 | $48,502 | $85,202-43.1% | $172,739-71.9% | $72,985-33.5% |
| Participation rate | 71.0% | 70.1%+0.9pp | 82.6%-11.7pp | 69.5%+1.5pp |
| Annual return | 3.89% | 27.32%-23.4pp | 802.84%-798.9pp | 81.00%-77.1pp |
| Employer contribution / active EE | $1,330 | $3,324-60.0% | $5,143-74.1% | $2,440-45.5% |
| Participant deferral / active EE | $2,849 | $3,260-12.6% | $5,198-45.2% | $3,607-21.0% |
| Admin fee / account holder | $289 | $5,884-95.1% | $13,954-97.9% | $5,124-94.4% |