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 | $35,428 | $124,319-71.5% | $111,297-68.2% | $167,490-78.8% |
| Participation rate | 71.4% | 79.6%-8.2pp | 77.3%-5.9pp | 82.1%-10.7pp |
| Annual return | 4.21% | 37.44%-33.2pp | 54.65%-50.4pp | 478.56%-474.4pp |
| Employer contribution / active EE | $2,970 | $3,435-13.5% | $2,731+8.8% | $4,837-38.6% |
| Participant deferral / active EE | $5,483 | $5,180+5.8% | $4,487+22.2% | $6,341-13.5% |
| Admin fee / account holder | $26 | $10,618-99.8% | $7,964-99.7% | $12,309-99.8% |