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 5-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 | $13,631 | $127,264-89.3% | $109,895-87.6% | $167,490-91.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 2.17% | 22.97%-20.8pp | 29.45%-27.3pp | 478.56%-476.4pp |
| Employer contribution / active EE | $4,488 | $3,322+35.1% | $2,842+57.9% | $4,837-7.2% |
| Participant deferral / active EE | $4,056 | $4,514-10.1% | $4,048+0.2% | $6,341-36.0% |
| Admin fee / account holder | $0 | $7,114-100.0% | $6,066-100.0% | $12,309-100.0% |