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 | $34,133 | $68,719-50.3% | $91,541-62.7% | $84,808-59.8% |
| Participation rate | 100.0% | 64.5%+35.5pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 11.19% | 19.12%-7.9pp | 20.50%-9.3pp | 40.90%-29.7pp |
| Employer contribution / active EE | $704 | $1,920-63.4% | $2,505-71.9% | $2,631-73.3% |
| Participant deferral / active EE | $2,534 | $3,136-19.2% | $4,008-36.8% | $4,212-39.8% |
| Admin fee / account holder | $107 | $5,786-98.1% | $6,956-98.5% | $7,344-98.5% |