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 | $16,386 | $117,983-86.1% | $101,794-83.9% | $142,382-88.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 9.86% | 36.92%-27.1pp | 30.53%-20.7pp | 217.08%-207.2pp |
| Employer contribution / active EE | $5,347 | $2,773+92.9% | $2,289+133.6% | $4,299+24.4% |
| Participant deferral / active EE | $0 | $4,714-100.0% | $4,084-100.0% | $6,507-100.0% |
| Admin fee / account holder | $101 | $10,433-99.0% | $8,777-98.8% | $12,624-99.2% |