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 6-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 | $24,305 | $64,839-62.5% | $95,585-74.6% | $84,808-71.3% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 11.77% | -670.96%+682.7pp | 38.56%-26.8pp | 40.90%-29.1pp |
| Employer contribution / active EE | $3,127 | $1,759+77.8% | $2,527+23.8% | $2,631+18.9% |
| Participant deferral / active EE | $1,123 | $2,965-62.1% | $4,023-72.1% | $4,212-73.3% |
| Admin fee / account holder | $110 | $5,964-98.2% | $6,127-98.2% | $7,344-98.5% |