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 5-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 | $25,152 | $117,983-78.7% | $101,794-75.3% | $142,382-82.3% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.2%+18.3pp | 80.1%+7.4pp |
| Annual return | 3.84% | 36.92%-33.1pp | 30.53%-26.7pp | 217.08%-213.2pp |
| Employer contribution / active EE | $2,199 | $2,773-20.7% | $2,289-3.9% | $4,299-48.9% |
| Participant deferral / active EE | $4,067 | $4,714-13.7% | $4,084-0.4% | $6,507-37.5% |
| Admin fee / account holder | $253 | $10,433-97.6% | $8,777-97.1% | $12,624-98.0% |