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 | $19,870 | $109,327-81.8% | $89,391-77.8% | $158,922-87.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 2.91% | 345.68%-342.8pp | 245.62%-242.7pp | 302.83%-299.9pp |
| Employer contribution / active EE | $2,571 | $3,170-18.9% | $2,586-0.6% | $4,761-46.0% |
| Participant deferral / active EE | $3,948 | $4,598-14.1% | $3,890+1.5% | $5,982-34.0% |
| Admin fee / account holder | $284 | $6,153-95.4% | $4,881-94.2% | $11,246-97.5% |