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 | $9,487 | $88,751-89.3% | $81,812-88.4% | $145,922-93.5% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 8.76% | 1025.40%-1016.6pp | 773.79%-765.0pp | 561.29%-552.5pp |
| Employer contribution / active EE | $994 | $3,083-67.8% | $2,912-65.9% | $4,660-78.7% |
| Participant deferral / active EE | $1,788 | $4,643-61.5% | $4,319-58.6% | $6,688-73.3% |
| Admin fee / account holder | $200 | $8,415-97.6% | $7,386-97.3% | $13,397-98.5% |