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 | $53,638 | $159,602-66.4% | $150,045-64.3% | $142,382-62.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 11.28% | 70.24%-59.0pp | 62.55%-51.3pp | 217.08%-205.8pp |
| Employer contribution / active EE | $1,848 | $4,961-62.8% | $4,693-60.6% | $4,299-57.0% |
| Participant deferral / active EE | $8,411 | $8,310+1.2% | $7,997+5.2% | $6,507+29.3% |
| Admin fee / account holder | $232 | $14,846-98.4% | $13,435-98.3% | $12,624-98.2% |