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 | $46,028 | $183,519-74.9% | $155,509-70.4% | $145,922-68.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 2.37% | 61.17%-58.8pp | 64.67%-62.3pp | 561.29%-558.9pp |
| Employer contribution / active EE | $1,985 | $5,313-62.6% | $4,672-57.5% | $4,660-57.4% |
| Participant deferral / active EE | $12,851 | $6,462+98.9% | $5,626+128.4% | $6,688+92.2% |
| Admin fee / account holder | $32 | $19,313-99.8% | $15,912-99.8% | $13,397-99.8% |