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 6-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 | $23,392 | $80,717-71.0% | $154,803-84.9% | $84,808-72.4% |
| Participation rate | 73.3% | 66.8%+6.5pp | 78.1%-4.7pp | 68.3%+5.0pp |
| Annual return | 12.42% | 37.96%-25.5pp | 58.88%-46.5pp | 40.90%-28.5pp |
| Employer contribution / active EE | $1,380 | $2,761-50.0% | $4,305-67.9% | $2,631-47.5% |
| Participant deferral / active EE | $3,085 | $3,303-6.6% | $5,540-44.3% | $4,212-26.8% |
| Admin fee / account holder | $221 | $6,746-96.7% | $14,329-98.5% | $7,344-97.0% |