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 | $66,527 | $99,020-32.8% | $86,590-23.2% | $147,584-54.9% |
| Participation rate | 72.2% | 76.3%-4.1pp | 73.5%-1.3pp | 82.8%-10.6pp |
| Annual return | 7.85% | 1312.34%-1304.5pp | 964.84%-957.0pp | 578.55%-570.7pp |
| Employer contribution / active EE | $364 | $3,132-88.4% | $2,839-87.2% | $4,876-92.5% |
| Participant deferral / active EE | $2,080 | $3,972-47.6% | $3,609-42.4% | $5,439-61.7% |
| Admin fee / account holder | $15 | $5,710-99.7% | $4,906-99.7% | $10,885-99.9% |