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 10-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 | $36,605 | $78,422-53.3% | $95,952-61.9% | $79,858-54.2% |
| Participation rate | 82.2% | 73.5%+8.7pp | 77.1%+5.1pp | 69.6%+12.6pp |
| Annual return | 3.61% | 19.37%-15.8pp | 91.61%-88.0pp | 31.71%-28.1pp |
| Employer contribution / active EE | $480 | $1,945-75.3% | $2,541-81.1% | $2,471-80.6% |
| Participant deferral / active EE | $2,401 | $3,440-30.2% | $4,167-42.4% | $3,740-35.8% |
| Admin fee / account holder | $261 | $5,622-95.4% | $6,795-96.2% | $5,306-95.1% |