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 | $46,092 | $148,534-69.0% | $135,903-66.1% | $139,434-66.9% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.8pp | 80.3%+11.3pp |
| Annual return | 10.52% | 79.19%-68.7pp | 68.23%-57.7pp | 372.94%-362.4pp |
| Employer contribution / active EE | $1,541 | $5,243-70.6% | $4,856-68.3% | $4,751-67.6% |
| Participant deferral / active EE | $5,464 | $8,100-32.5% | $7,758-29.6% | $6,710-18.6% |
| Admin fee / account holder | $31 | $12,400-99.8% | $10,762-99.7% | $11,403-99.7% |