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 | $24,460 | $30,400-19.5% | $53,898-54.6% | $84,808-71.2% |
| Participation rate | 96.7% | 46.4%+50.2pp | 55.0%+41.7pp | 68.3%+28.4pp |
| Annual return | 13.37% | 500.19%-486.8pp | 528.60%-515.2pp | 40.90%-27.5pp |
| Employer contribution / active EE | $6,285 | $603+942.8% | $932+574.3% | $2,631+138.9% |
| Participant deferral / active EE | $2,261 | $1,199+88.6% | $1,826+23.8% | $4,212-46.3% |
| Admin fee / account holder | $263 | $1,993-86.8% | $2,491-89.4% | $7,344-96.4% |