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 | $35,119 | $117,841-70.2% | $102,423-65.7% | $145,922-75.9% |
| Participation rate | 77.8% | 78.6%-0.8pp | 76.5%+1.3pp | 80.3%-2.5pp |
| Annual return | 2.53% | 31.65%-29.1pp | 29.32%-26.8pp | 561.29%-558.8pp |
| Employer contribution / active EE | $2,092 | $3,615-42.1% | $3,023-30.8% | $4,660-55.1% |
| Participant deferral / active EE | $4,450 | $5,731-22.4% | $5,053-11.9% | $6,688-33.5% |
| Admin fee / account holder | $63 | $13,326-99.5% | $9,451-99.3% | $13,397-99.5% |