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 | $13,972 | $80,717-82.7% | $154,803-91.0% | $84,808-83.5% |
| Participation rate | 70.4% | 66.8%+3.6pp | 78.1%-7.7pp | 68.3%+2.1pp |
| Annual return | 5.70% | 37.96%-32.3pp | 58.88%-53.2pp | 40.90%-35.2pp |
| Employer contribution / active EE | $760 | $2,761-72.5% | $4,305-82.4% | $2,631-71.1% |
| Participant deferral / active EE | $2,390 | $3,303-27.7% | $5,540-56.9% | $4,212-43.3% |
| Admin fee / account holder | $261 | $6,746-96.1% | $14,329-98.2% | $7,344-96.4% |