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 9-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 | $16,692 | $80,717-79.3% | $154,803-89.2% | $84,808-80.3% |
| Participation rate | 85.3% | 66.8%+18.5pp | 78.1%+7.2pp | 68.3%+17.0pp |
| Annual return | 6.72% | 37.96%-31.2pp | 58.88%-52.2pp | 40.90%-34.2pp |
| Employer contribution / active EE | $1,618 | $2,761-41.4% | $4,305-62.4% | $2,631-38.5% |
| Participant deferral / active EE | $0 | $3,303-100.0% | $5,540-100.0% | $4,212-100.0% |
| Admin fee / account holder | $195 | $6,746-97.1% | $14,329-98.6% | $7,344-97.3% |