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 | $118,166 | $210,408-43.8% | $153,485-23.0% | $145,922-19.0% |
| Participation rate | 87.5% | 82.1%+5.4pp | 77.1%+10.4pp | 80.3%+7.2pp |
| Annual return | 8.45% | 13.37%-4.9pp | 15.65%-7.2pp | 561.29%-552.8pp |
| Employer contribution / active EE | $2,675 | $6,048-55.8% | $5,039-46.9% | $4,660-42.6% |
| Participant deferral / active EE | $6,385 | $7,975-19.9% | $6,757-5.5% | $6,688-4.5% |
| Admin fee / account holder | $0 | $19,419-100.0% | $12,724-100.0% | $13,397-100.0% |