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 | $136,029 | $177,572-23.4% | $154,803-12.1% | $142,382-4.5% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 5.68% | 65.07%-59.4pp | 58.88%-53.2pp | 217.08%-211.4pp |
| Employer contribution / active EE | $1,733 | $4,810-64.0% | $4,305-59.8% | $4,299-59.7% |
| Participant deferral / active EE | $5,398 | $6,272-13.9% | $5,540-2.6% | $6,507-17.0% |
| Admin fee / account holder | $12 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |