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 3-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 | $16,687 | $183,519-90.9% | $155,509-89.3% | $145,922-88.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 1.32% | 61.17%-59.8pp | 64.67%-63.3pp | 561.29%-560.0pp |
| Employer contribution / active EE | $1,388 | $5,313-73.9% | $4,672-70.3% | $4,660-70.2% |
| Participant deferral / active EE | $6,473 | $6,462+0.2% | $5,626+15.0% | $6,688-3.2% |
| Admin fee / account holder | $238 | $19,313-98.8% | $15,912-98.5% | $13,397-98.2% |