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 5-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 | $16,296 | $106,515-84.7% | $96,683-83.1% | $139,434-88.3% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.3%+3.4pp | 80.3%-2.5pp |
| Annual return | -1.22% | 38.43%-39.6pp | 35.69%-36.9pp | 372.94%-374.2pp |
| Employer contribution / active EE | $2,520 | $4,103-38.6% | $3,737-32.6% | $4,751-47.0% |
| Participant deferral / active EE | $4,950 | $5,454-9.2% | $4,878+1.5% | $6,710-26.2% |
| Admin fee / account holder | $18 | $7,877-99.8% | $6,730-99.7% | $11,403-99.8% |