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 6-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 | $29,652 | $99,877-70.3% | $84,966-65.1% | $145,922-79.7% |
| Participation rate | 88.9% | 74.1%+14.8pp | 67.5%+21.4pp | 80.3%+8.6pp |
| Annual return | 5.65% | 83.76%-78.1pp | 66.38%-60.7pp | 561.29%-555.6pp |
| Employer contribution / active EE | $3,461 | $3,231+7.1% | $2,727+26.9% | $4,660-25.7% |
| Participant deferral / active EE | $2,112 | $5,291-60.1% | $4,519-53.3% | $6,688-68.4% |
| Admin fee / account holder | $14 | $7,248-99.8% | $6,149-99.8% | $13,397-99.9% |