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 10-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 | $27,782 | $124,281-77.6% | $109,143-74.5% | $167,490-83.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 0.80% | 26.04%-25.2pp | 25.75%-24.9pp | 478.56%-477.8pp |
| Employer contribution / active EE | $2,115 | $4,207-49.7% | $3,722-43.2% | $4,837-56.3% |
| Participant deferral / active EE | $4,552 | $5,255-13.4% | $4,653-2.2% | $6,341-28.2% |
| Admin fee / account holder | $21 | $7,970-99.7% | $6,752-99.7% | $12,309-99.8% |