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 10-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 | $23,111 | $127,065-81.8% | $113,168-79.6% | $142,382-83.8% |
| Participation rate | 83.3% | 79.2%+4.1pp | 76.6%+6.8pp | 80.1%+3.2pp |
| Annual return | 3.23% | 24.03%-20.8pp | 24.27%-21.0pp | 217.08%-213.8pp |
| Employer contribution / active EE | $1,744 | $3,442-49.3% | $2,975-41.4% | $4,299-59.4% |
| Participant deferral / active EE | $2,805 | $5,716-50.9% | $5,107-45.1% | $6,507-56.9% |
| Admin fee / account holder | $23 | $15,736-99.9% | $12,068-99.8% | $12,624-99.8% |