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 10-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 | $18,549 | $109,817-83.1% | $98,442-81.2% | $167,490-88.9% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 2.21% | 1956.69%-1954.5pp | 1492.73%-1490.5pp | 478.56%-476.4pp |
| Employer contribution / active EE | $782 | $3,224-75.7% | $2,960-73.6% | $4,837-83.8% |
| Participant deferral / active EE | $1,955 | $4,673-58.2% | $4,276-54.3% | $6,341-69.2% |
| Admin fee / account holder | $148 | $6,753-97.8% | $5,949-97.5% | $12,309-98.8% |