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 5-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 | $25,652 | $127,065-79.8% | $113,168-77.3% | $142,382-82.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 3.72% | 24.03%-20.3pp | 24.27%-20.5pp | 217.08%-213.4pp |
| Employer contribution / active EE | $2,103 | $3,442-38.9% | $2,975-29.3% | $4,299-51.1% |
| Participant deferral / active EE | $4,872 | $5,716-14.8% | $5,107-4.6% | $6,507-25.1% |
| Admin fee / account holder | $10 | $15,736-99.9% | $12,068-99.9% | $12,624-99.9% |