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 | $97,977 | $85,022+15.2% | $70,515+38.9% | $139,434-29.7% |
| Participation rate | 75.0% | 73.9%+1.1pp | 68.3%+6.7pp | 80.3%-5.3pp |
| Annual return | 6.39% | 30.38%-24.0pp | 32.77%-26.4pp | 372.94%-366.5pp |
| Employer contribution / active EE | $1,214 | $3,909-68.9% | $2,973-59.2% | $4,751-74.4% |
| Participant deferral / active EE | $4,746 | $5,890-19.4% | $4,567+3.9% | $6,710-29.3% |
| Admin fee / account holder | $0 | $8,906-100.0% | $6,412-100.0% | $11,403-100.0% |