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 | $90,827 | $124,281-26.9% | $109,143-16.8% | $167,490-45.8% |
| Participation rate | 83.3% | 79.4%+3.9pp | 75.9%+7.5pp | 82.1%+1.2pp |
| Annual return | 8.40% | 26.04%-17.6pp | 25.75%-17.3pp | 478.56%-470.2pp |
| Employer contribution / active EE | $1,576 | $4,207-62.5% | $3,722-57.7% | $4,837-67.4% |
| Participant deferral / active EE | $2,520 | $5,255-52.0% | $4,653-45.8% | $6,341-60.3% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |