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 | $23,781 | $95,266-75.0% | $82,389-71.1% | $142,382-83.3% |
| Participation rate | 90.0% | 74.5%+15.5pp | 69.5%+20.5pp | 80.1%+9.9pp |
| Annual return | 2.27% | 25.74%-23.5pp | 28.67%-26.4pp | 217.08%-214.8pp |
| Employer contribution / active EE | $2,161 | $2,991-27.7% | $2,517-14.1% | $4,299-49.7% |
| Participant deferral / active EE | $1,335 | $4,809-72.2% | $4,155-67.9% | $6,507-79.5% |
| Admin fee / account holder | $225 | $8,563-97.4% | $7,231-96.9% | $12,624-98.2% |