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 | $11,555 | $100,773-88.5% | $88,946-87.0% | $142,382-91.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 9.74% | 70.18%-60.4pp | 57.82%-48.1pp | 217.08%-207.3pp |
| Employer contribution / active EE | $1,566 | $2,918-46.3% | $2,555-38.7% | $4,299-63.6% |
| Participant deferral / active EE | $1,628 | $5,230-68.9% | $4,581-64.5% | $6,507-75.0% |
| Admin fee / account holder | $127 | $9,693-98.7% | $8,261-98.5% | $12,624-99.0% |