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 | $16,946 | $159,602-89.4% | $150,045-88.7% | $142,382-88.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 9.26% | 70.24%-61.0pp | 62.55%-53.3pp | 217.08%-207.8pp |
| Employer contribution / active EE | $1,285 | $4,961-74.1% | $4,693-72.6% | $4,299-70.1% |
| Participant deferral / active EE | $2,677 | $8,310-67.8% | $7,997-66.5% | $6,507-58.9% |
| Admin fee / account holder | $202 | $14,846-98.6% | $13,435-98.5% | $12,624-98.4% |