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 3-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 | $20,515 | $177,572-88.4% | $154,803-86.7% | $142,382-85.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 9.21% | 65.07%-55.9pp | 58.88%-49.7pp | 217.08%-207.9pp |
| Employer contribution / active EE | $2,791 | $4,810-42.0% | $4,305-35.2% | $4,299-35.1% |
| Participant deferral / active EE | $7,455 | $6,272+18.9% | $5,540+34.6% | $6,507+14.6% |
| Admin fee / account holder | $213 | $16,786-98.7% | $14,329-98.5% | $12,624-98.3% |