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 | $26,894 | $110,257-75.6% | $96,544-72.1% | $139,434-80.7% |
| Participation rate | 70.6% | 78.1%-7.5pp | 76.0%-5.4pp | 80.3%-9.7pp |
| Annual return | 3.07% | 26.32%-23.2pp | 25.84%-22.8pp | 372.94%-369.9pp |
| Employer contribution / active EE | $2,706 | $3,620-25.2% | $2,965-8.7% | $4,751-43.0% |
| Participant deferral / active EE | $0 | $5,548-100.0% | $4,851-100.0% | $6,710-100.0% |
| Admin fee / account holder | $1 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |