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 | $5,292 | $27,915-81.0% | $58,482-91.0% | $75,163-93.0% |
| Participation rate | 94.4% | 38.8%+55.6pp | 50.9%+43.6pp | 67.2%+27.3pp |
| Annual return | 13.95% | 44.20%-30.2pp | 4239.32%-4225.4pp | 160.62%-146.7pp |
| Employer contribution / active EE | $1,025 | $669+53.3% | $1,053-2.6% | $2,670-61.6% |
| Participant deferral / active EE | $1,542 | $1,201+28.4% | $1,924-19.8% | $4,125-62.6% |
| Admin fee / account holder | $282 | $1,726-83.7% | $2,516-88.8% | $5,651-95.0% |