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 | $28,139 | $111,754-74.8% | $103,333-72.8% | $145,922-80.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 5.77% | 24.77%-19.0pp | 24.88%-19.1pp | 561.29%-555.5pp |
| Employer contribution / active EE | $2,630 | $4,212-37.6% | $3,868-32.0% | $4,660-43.6% |
| Participant deferral / active EE | $7,970 | $5,619+41.9% | $5,057+57.6% | $6,688+19.2% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |