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 | $49,675 | $110,261-54.9% | $95,745-48.1% | $139,434-64.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 3.06% | 27.11%-24.0pp | 28.35%-25.3pp | 372.94%-369.9pp |
| Employer contribution / active EE | $17,901 | $3,257+449.6% | $2,835+531.5% | $4,751+276.8% |
| Participant deferral / active EE | $7,500 | $4,676+60.4% | $4,245+76.7% | $6,710+11.8% |
| Admin fee / account holder | $162 | $6,613-97.6% | $5,678-97.1% | $11,403-98.6% |