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 3-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 | $33,640 | $96,635-65.2% | $86,612-61.2% | $139,434-75.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 4.69% | 106.41%-101.7pp | 591.07%-586.4pp | 372.94%-368.3pp |
| Employer contribution / active EE | $14,994 | $3,263+359.5% | $3,022+396.1% | $4,751+215.6% |
| Participant deferral / active EE | $11,291 | $4,836+133.5% | $4,438+154.4% | $6,710+68.3% |
| Admin fee / account holder | $175 | $6,408-97.3% | $5,614-96.9% | $11,403-98.5% |