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 | $17,005 | $57,281-70.3% | $86,612-80.4% | $75,163-77.4% |
| Participation rate | 91.1% | 63.2%+27.9pp | 71.7%+19.4pp | 67.2%+23.9pp |
| Annual return | 2.59% | 2670.75%-2668.2pp | 591.07%-588.5pp | 160.62%-158.0pp |
| Employer contribution / active EE | $705 | $2,314-69.5% | $3,022-76.7% | $2,670-73.6% |
| Participant deferral / active EE | $1,820 | $3,318-45.1% | $4,438-59.0% | $4,125-55.9% |
| Admin fee / account holder | $21 | $4,112-99.5% | $5,614-99.6% | $5,651-99.6% |