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 | $13,758 | $30,400-54.7% | $53,898-74.5% | $84,808-83.8% |
| Participation rate | 95.2% | 46.4%+48.7pp | 55.0%+40.2pp | 68.3%+26.9pp |
| Annual return | 13.59% | 500.19%-486.6pp | 528.60%-515.0pp | 40.90%-27.3pp |
| Employer contribution / active EE | $3,374 | $603+459.9% | $932+262.0% | $2,631+28.3% |
| Participant deferral / active EE | $1,968 | $1,199+64.2% | $1,826+7.7% | $4,212-53.3% |
| Admin fee / account holder | $184 | $1,993-90.8% | $2,491-92.6% | $7,344-97.5% |