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 7-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 | $74,588 | $175,202-57.4% | $149,673-50.2% | $139,434-46.5% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 2.51% | 166.71%-164.2pp | 134.42%-131.9pp | 372.94%-370.4pp |
| Employer contribution / active EE | $2,076 | $5,474-62.1% | $4,818-56.9% | $4,751-56.3% |
| Participant deferral / active EE | $8,131 | $6,519+24.7% | $5,680+43.2% | $6,710+21.2% |
| Admin fee / account holder | $13 | $16,150-99.9% | $13,210-99.9% | $11,403-99.9% |