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 | $25,451 | $58,512-56.5% | $84,015-69.7% | $72,985-65.1% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 13.63% | 28.93%-15.3pp | 71.31%-57.7pp | 81.00%-67.4pp |
| Employer contribution / active EE | $1,221 | $1,163+5.0% | $1,983-38.4% | $2,440-49.9% |
| Participant deferral / active EE | $3,132 | $2,394+30.8% | $3,239-3.3% | $3,607-13.2% |
| Admin fee / account holder | $101 | $4,569-97.8% | $6,101-98.3% | $5,124-98.0% |