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 10-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 | $15,454 | $88,751-82.6% | $81,812-81.1% | $145,922-89.4% |
| Participation rate | 91.7% | 75.0%+16.6pp | 72.3%+19.3pp | 80.3%+11.4pp |
| Annual return | 8.02% | 1025.40%-1017.4pp | 773.79%-765.8pp | 561.29%-553.3pp |
| Employer contribution / active EE | $2,272 | $3,083-26.3% | $2,912-22.0% | $4,660-51.2% |
| Participant deferral / active EE | $3,103 | $4,643-33.2% | $4,319-28.1% | $6,688-53.6% |
| Admin fee / account holder | $288 | $8,415-96.6% | $7,386-96.1% | $13,397-97.9% |