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 | $8,280 | $100,773-91.8% | $88,946-90.7% | $142,382-94.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 9.56% | 70.18%-60.6pp | 57.82%-48.3pp | 217.08%-207.5pp |
| Employer contribution / active EE | $853 | $2,918-70.8% | $2,555-66.6% | $4,299-80.2% |
| Participant deferral / active EE | $2,051 | $5,230-60.8% | $4,581-55.2% | $6,507-68.5% |
| Admin fee / account holder | $129 | $9,693-98.7% | $8,261-98.4% | $12,624-99.0% |