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 3-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 | $11,751 | $81,248-85.5% | $155,509-92.4% | $80,856-85.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 8.28% | 33.31%-25.0pp | 64.67%-56.4pp | 35.59%-27.3pp |
| Employer contribution / active EE | $3,403 | $3,100+9.8% | $4,672-27.2% | $2,755+23.5% |
| Participant deferral / active EE | $4,459 | $3,452+29.2% | $5,626-20.7% | $4,296+3.8% |
| Admin fee / account holder | $286 | $7,997-96.4% | $15,912-98.2% | $6,918-95.9% |