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 | $61,458 | $148,978-58.7% | $200,582-69.4% | $84,808-27.5% |
| Participation rate | 83.3% | 84.2%-0.9pp | 86.9%-3.6pp | 68.3%+15.0pp |
| Annual return | 11.80% | 28.16%-16.4pp | 42.33%-30.5pp | 40.90%-29.1pp |
| Employer contribution / active EE | $2,034 | $4,815-57.8% | $6,419-68.3% | $2,631-22.7% |
| Participant deferral / active EE | $3,619 | $7,142-49.3% | $9,331-61.2% | $4,212-14.1% |
| Admin fee / account holder | $87 | $13,977-99.4% | $16,305-99.5% | $7,344-98.8% |