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 | $13,566 | $54,762-75.2% | $90,281-85.0% | $72,985-81.4% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 4.34% | 30.63%-26.3pp | 78.10%-73.8pp | 81.00%-76.7pp |
| Employer contribution / active EE | $1,007 | $2,092-51.9% | $2,854-64.7% | $2,440-58.7% |
| Participant deferral / active EE | $1,533 | $2,887-46.9% | $3,885-60.5% | $3,607-57.5% |
| Admin fee / account holder | $0 | $3,972-100.0% | $5,351-100.0% | $5,124-100.0% |