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 3-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 | $14,319 | $54,705-73.8% | $71,209-79.9% | $84,808-83.1% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 6.58% | 35.90%-29.3pp | 282.51%-275.9pp | 40.90%-34.3pp |
| Employer contribution / active EE | $5,740 | $2,158+166.0% | $2,721+111.0% | $2,631+118.2% |
| Participant deferral / active EE | $0 | $3,030-100.0% | $4,175-100.0% | $4,212-100.0% |
| Admin fee / account holder | $82 | $4,863-98.3% | $5,349-98.5% | $7,344-98.9% |