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 9-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 | $76,994 | $201,272-61.7% | $184,203-58.2% | $145,922-47.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 3.47% | 29.00%-25.5pp | 28.81%-25.3pp | 561.29%-557.8pp |
| Employer contribution / active EE | $5,329 | $7,022-24.1% | $6,427-17.1% | $4,660+14.4% |
| Participant deferral / active EE | $4,684 | $9,806-52.2% | $9,131-48.7% | $6,688-30.0% |
| Admin fee / account holder | $159 | $16,364-99.0% | $13,901-98.9% | $13,397-98.8% |