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 | $24,279 | $159,602-84.8% | $150,045-83.8% | $142,382-82.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 2.88% | 70.24%-67.4pp | 62.55%-59.7pp | 217.08%-214.2pp |
| Employer contribution / active EE | $2,525 | $4,961-49.1% | $4,693-46.2% | $4,299-41.3% |
| Participant deferral / active EE | $5,479 | $8,310-34.1% | $7,997-31.5% | $6,507-15.8% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |