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 | $13,930 | $74,888-81.4% | $71,209-80.4% | $142,382-90.2% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 5.64% | 345.14%-339.5pp | 282.51%-276.9pp | 217.08%-211.4pp |
| Employer contribution / active EE | $1,064 | $2,854-62.7% | $2,721-60.9% | $4,299-75.2% |
| Participant deferral / active EE | $3,485 | $4,454-21.8% | $4,175-16.5% | $6,507-46.4% |
| Admin fee / account holder | $255 | $5,568-95.4% | $5,349-95.2% | $12,624-98.0% |