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 | $4,635 | $76,738-94.0% | $56,411-91.8% | $145,922-96.8% |
| Participation rate | 72.7% | 63.2%+9.5pp | 52.5%+20.3pp | 80.3%-7.5pp |
| Annual return | 4.99% | 2994.23%-2989.2pp | 1701.33%-1696.3pp | 561.29%-556.3pp |
| Employer contribution / active EE | $1,150 | $1,380-16.6% | $1,039+10.7% | $4,660-75.3% |
| Participant deferral / active EE | $1,920 | $2,623-26.8% | $1,952-1.6% | $6,688-71.3% |
| Admin fee / account holder | $69 | $3,334-97.9% | $2,829-97.6% | $13,397-99.5% |