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 9-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 | $35,809 | $107,334-66.6% | $92,893-61.5% | $152,861-76.6% |
| Participation rate | 81.8% | 79.8%+2.0pp | 76.0%+5.8pp | 82.4%-0.6pp |
| Annual return | 4.27% | 145.58%-141.3pp | 109.41%-105.1pp | 345.32%-341.1pp |
| Employer contribution / active EE | $8,222 | $4,221+94.8% | $3,653+125.1% | $4,762+72.6% |
| Participant deferral / active EE | $4,545 | $4,845-6.2% | $4,236+7.3% | $5,850-22.3% |
| Admin fee / account holder | $152 | $7,079-97.9% | $5,794-97.4% | $11,596-98.7% |