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 | $32,094 | $179,726-82.1% | $156,263-79.5% | $142,382-77.5% |
| Participation rate | 70.0% | 82.1%-12.1pp | 78.9%-8.9pp | 80.1%-10.1pp |
| Annual return | 9.90% | 77.86%-68.0pp | 59.47%-49.6pp | 217.08%-207.2pp |
| Employer contribution / active EE | $2,381 | $5,069-53.0% | $4,333-45.0% | $4,299-44.6% |
| Participant deferral / active EE | $4,583 | $6,956-34.1% | $6,158-25.6% | $6,507-29.6% |
| Admin fee / account holder | $217 | $17,272-98.7% | $14,255-98.5% | $12,624-98.3% |