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 3-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 | $17,201 | $99,918-82.8% | $81,382-78.9% | $145,922-88.2% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.5%+10.5pp | 80.3%-0.3pp |
| Annual return | 5.68% | 34.32%-28.6pp | 24.73%-19.1pp | 561.29%-555.6pp |
| Employer contribution / active EE | $2,754 | $2,978-7.5% | $2,463+11.8% | $4,660-40.9% |
| Participant deferral / active EE | $3,425 | $4,605-25.6% | $3,883-11.8% | $6,688-48.8% |
| Admin fee / account holder | $110 | $8,212-98.7% | $5,768-98.1% | $13,397-99.2% |