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 | $21,724 | $81,460-73.3% | $103,333-79.0% | $80,856-73.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 3.69% | 25.55%-21.9pp | 24.88%-21.2pp | 35.59%-31.9pp |
| Employer contribution / active EE | $8,677 | $3,105+179.4% | $3,868+124.3% | $2,755+215.0% |
| Participant deferral / active EE | $2,581 | $3,869-33.3% | $5,057-49.0% | $4,296-39.9% |
| Admin fee / account holder | $112 | $6,566-98.3% | $8,355-98.7% | $6,918-98.4% |