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 | $19,873 | $148,534-86.6% | $135,903-85.4% | $139,434-85.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 4.30% | 79.19%-74.9pp | 68.23%-63.9pp | 372.94%-368.6pp |
| Employer contribution / active EE | $2,003 | $5,243-61.8% | $4,856-58.8% | $4,751-57.8% |
| Participant deferral / active EE | $7,655 | $8,100-5.5% | $7,758-1.3% | $6,710+14.1% |
| Admin fee / account holder | $93 | $12,400-99.3% | $10,762-99.1% | $11,403-99.2% |