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 5-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 | $33,130 | $108,919-69.6% | $100,391-67.0% | $145,922-77.3% |
| Participation rate | 80.0% | 82.9%-2.9pp | 81.5%-1.5pp | 80.3%-0.3pp |
| Annual return | 9.04% | 57.88%-48.8pp | 49.20%-40.2pp | 561.29%-552.2pp |
| Employer contribution / active EE | $3,476 | $4,419-21.3% | $3,942-11.8% | $4,660-25.4% |
| Participant deferral / active EE | $5,508 | $8,445-34.8% | $8,082-31.8% | $6,688-17.6% |
| Admin fee / account holder | $0 | $9,689-100.0% | $7,899-100.0% | $13,397-100.0% |