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 | $20,133 | $111,754-82.0% | $103,333-80.5% | $145,922-86.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | -1.37% | 24.77%-26.1pp | 24.88%-26.3pp | 561.29%-562.7pp |
| Employer contribution / active EE | $3,807 | $4,212-9.6% | $3,868-1.6% | $4,660-18.3% |
| Participant deferral / active EE | $14,832 | $5,619+164.0% | $5,057+193.3% | $6,688+121.8% |
| Admin fee / account holder | $8 | $9,750-99.9% | $8,355-99.9% | $13,397-99.9% |