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 | $16,136 | $81,248-80.1% | $155,509-89.6% | $80,856-80.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 10.41% | 33.31%-22.9pp | 64.67%-54.3pp | 35.59%-25.2pp |
| Employer contribution / active EE | $1,704 | $3,100-45.0% | $4,672-63.5% | $2,755-38.1% |
| Participant deferral / active EE | $6,007 | $3,452+74.0% | $5,626+6.8% | $4,296+39.8% |
| Admin fee / account holder | $296 | $7,997-96.3% | $15,912-98.1% | $6,918-95.7% |