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 | $39,626 | $202,318-80.4% | $172,739-77.1% | $152,861-74.1% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 1.06% | 1029.65%-1028.6pp | 802.84%-801.8pp | 345.32%-344.3pp |
| Employer contribution / active EE | $8,106 | $5,856+38.4% | $5,143+57.6% | $4,762+70.2% |
| Participant deferral / active EE | $3,000 | $5,948-49.6% | $5,198-42.3% | $5,850-48.7% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |