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 | $20,929 | $95,266-78.0% | $82,389-74.6% | $142,382-85.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 3.63% | 25.74%-22.1pp | 28.67%-25.0pp | 217.08%-213.4pp |
| Employer contribution / active EE | $3,517 | $2,991+17.6% | $2,517+39.7% | $4,299-18.2% |
| Participant deferral / active EE | $10,126 | $4,809+110.6% | $4,155+143.7% | $6,507+55.6% |
| Admin fee / account holder | $117 | $8,563-98.6% | $7,231-98.4% | $12,624-99.1% |