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 7-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 | $18,026 | $159,901-88.7% | $146,958-87.7% | $145,922-87.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 5.17% | 98.13%-93.0pp | 418.34%-413.2pp | 561.29%-556.1pp |
| Employer contribution / active EE | $1,601 | $5,286-69.7% | $4,933-67.5% | $4,660-65.6% |
| Participant deferral / active EE | $2,705 | $8,428-67.9% | $8,070-66.5% | $6,688-59.6% |
| Admin fee / account holder | $198 | $15,044-98.7% | $12,998-98.5% | $13,397-98.5% |