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 8-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 | $19,644 | $148,534-86.8% | $135,903-85.5% | $139,434-85.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.98% | 79.19%-67.2pp | 68.23%-56.2pp | 372.94%-361.0pp |
| Employer contribution / active EE | $2,743 | $5,243-47.7% | $4,856-43.5% | $4,751-42.3% |
| Participant deferral / active EE | $6,529 | $8,100-19.4% | $7,758-15.8% | $6,710-2.7% |
| Admin fee / account holder | $28 | $12,400-99.8% | $10,762-99.7% | $11,403-99.8% |