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 | $11,420 | $104,974-89.1% | $95,585-88.1% | $142,382-92.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 7.59% | 210.33%-202.7pp | 38.56%-31.0pp | 217.08%-209.5pp |
| Employer contribution / active EE | $572 | $2,779-79.4% | $2,527-77.4% | $4,299-86.7% |
| Participant deferral / active EE | $1,032 | $4,352-76.3% | $4,023-74.3% | $6,507-84.1% |
| Admin fee / account holder | $173 | $6,386-97.3% | $6,127-97.2% | $12,624-98.6% |