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 | $49,574 | $201,272-75.4% | $184,203-73.1% | $145,922-66.0% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | -25.00% | 29.00%-54.0pp | 28.81%-53.8pp | 561.29%-586.3pp |
| Employer contribution / active EE | $1,625 | $7,022-76.9% | $6,427-74.7% | $4,660-65.1% |
| Participant deferral / active EE | $6,438 | $9,806-34.3% | $9,131-29.5% | $6,688-3.7% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |