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 4-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 | $26,333 | $148,534-82.3% | $135,903-80.6% | $139,434-81.1% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 11.56% | 79.19%-67.6pp | 68.23%-56.7pp | 372.94%-361.4pp |
| Employer contribution / active EE | $2,506 | $5,243-52.2% | $4,856-48.4% | $4,751-47.2% |
| Participant deferral / active EE | $2,998 | $8,100-63.0% | $7,758-61.4% | $6,710-55.3% |
| Admin fee / account holder | $114 | $12,400-99.1% | $10,762-98.9% | $11,403-99.0% |