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 4-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 | $22,101 | $159,602-86.2% | $150,045-85.3% | $142,382-84.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 10.73% | 70.24%-59.5pp | 62.55%-51.8pp | 217.08%-206.3pp |
| Employer contribution / active EE | $2,831 | $4,961-42.9% | $4,693-39.7% | $4,299-34.1% |
| Participant deferral / active EE | $9,843 | $8,310+18.4% | $7,997+23.1% | $6,507+51.3% |
| Admin fee / account holder | $61 | $14,846-99.6% | $13,435-99.5% | $12,624-99.5% |