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 4-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 | $25,174 | $104,974-76.0% | $95,585-73.7% | $142,382-82.3% |
| Participation rate | 75.0% | 75.0%0pp | 72.1%+2.9pp | 80.1%-5.1pp |
| Annual return | 8.15% | 210.33%-202.2pp | 38.56%-30.4pp | 217.08%-208.9pp |
| Employer contribution / active EE | $2,027 | $2,779-27.0% | $2,527-19.8% | $4,299-52.8% |
| Participant deferral / active EE | $4,669 | $4,352+7.3% | $4,023+16.1% | $6,507-28.2% |
| Admin fee / account holder | $161 | $6,386-97.5% | $6,127-97.4% | $12,624-98.7% |