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 8-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 | $28,416 | $99,020-71.3% | $86,590-67.2% | $147,584-80.7% |
| Participation rate | 95.0% | 76.3%+18.7pp | 73.5%+21.5pp | 82.8%+12.2pp |
| Annual return | 2.75% | 1312.34%-1309.6pp | 964.84%-962.1pp | 578.55%-575.8pp |
| Employer contribution / active EE | $1,964 | $3,132-37.3% | $2,839-30.8% | $4,876-59.7% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $105 | $5,710-98.2% | $4,906-97.9% | $10,885-99.0% |