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 | $25,557 | $183,519-86.1% | $155,509-83.6% | $145,922-82.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.61% | 61.17%-56.6pp | 64.67%-60.1pp | 561.29%-556.7pp |
| Employer contribution / active EE | $2,301 | $5,313-56.7% | $4,672-50.7% | $4,660-50.6% |
| Participant deferral / active EE | $1,844 | $6,462-71.5% | $5,626-67.2% | $6,688-72.4% |
| Admin fee / account holder | $136 | $19,313-99.3% | $15,912-99.1% | $13,397-99.0% |