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 8-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 | $18,717 | $124,281-84.9% | $109,143-82.9% | $167,490-88.8% |
| Participation rate | 83.3% | 79.4%+3.9pp | 75.9%+7.5pp | 82.1%+1.2pp |
| Annual return | 6.24% | 26.04%-19.8pp | 25.75%-19.5pp | 478.56%-472.3pp |
| Employer contribution / active EE | $903 | $4,207-78.5% | $3,722-75.8% | $4,837-81.3% |
| Participant deferral / active EE | $2,542 | $5,255-51.6% | $4,653-45.4% | $6,341-59.9% |
| Admin fee / account holder | $168 | $7,970-97.9% | $6,752-97.5% | $12,309-98.6% |