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 3-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 | $39,338 | $114,381-65.6% | $107,525-63.4% | $142,382-72.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 8.06% | 242.71%-234.6pp | 181.32%-173.3pp | 217.08%-209.0pp |
| Employer contribution / active EE | $4,912 | $4,015+22.3% | $3,754+30.9% | $4,299+14.3% |
| Participant deferral / active EE | $9,494 | $5,564+70.6% | $5,116+85.6% | $6,507+45.9% |
| Admin fee / account holder | $55 | $9,860-99.4% | $8,919-99.4% | $12,624-99.6% |