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 | $57,940 | $165,984-65.1% | $164,813-64.8% | $145,922-60.3% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 8.51% | 100.03%-91.5pp | 69.93%-61.4pp | 561.29%-552.8pp |
| Employer contribution / active EE | $2,311 | $5,273-56.2% | $4,341-46.8% | $4,660-50.4% |
| Participant deferral / active EE | $9,439 | $6,959+35.6% | $6,031+56.5% | $6,688+41.1% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |