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 9-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 | $109,211 | $135,952-19.7% | $123,892-11.8% | $273,961-60.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3.49% | 56.63%-53.1pp | 47.52%-44.0pp | 41.45%-38.0pp |
| Employer contribution / active EE | $2,093 | $5,170-59.5% | $4,617-54.7% | $4,869-57.0% |
| Participant deferral / active EE | $4,189 | $6,343-34.0% | $5,984-30.0% | $5,287-20.8% |
| Admin fee / account holder | $48 | $9,817-99.5% | $8,357-99.4% | $10,132-99.5% |