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 | $28,669 | $96,635-70.3% | $86,612-66.9% | $139,434-79.4% |
| Participation rate | 71.4% | 74.4%-3.0pp | 71.7%-0.3pp | 80.3%-8.9pp |
| Annual return | 7.81% | 106.41%-98.6pp | 591.07%-583.3pp | 372.94%-365.1pp |
| Employer contribution / active EE | $1,040 | $3,263-68.1% | $3,022-65.6% | $4,751-78.1% |
| Participant deferral / active EE | $1,461 | $4,836-69.8% | $4,438-67.1% | $6,710-78.2% |
| Admin fee / account holder | $211 | $6,408-96.7% | $5,614-96.2% | $11,403-98.2% |