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 | $57,589 | $176,056-67.3% | $159,436-63.9% | $167,490-65.6% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 6.91% | 331.75%-324.8pp | 263.57%-256.7pp | 478.56%-471.6pp |
| Employer contribution / active EE | $3,173 | $5,297-40.1% | $4,829-34.3% | $4,837-34.4% |
| Participant deferral / active EE | $6,382 | $7,750-17.7% | $7,352-13.2% | $6,341+0.6% |
| Admin fee / account holder | -$30 | $12,554-100.2% | $10,799-100.3% | $12,309-100.2% |