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 4-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 | $23,021 | $118,450-80.6% | $98,439-76.6% | $139,434-83.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 8.39% | 18.94%-10.5pp | 21.16%-12.8pp | 372.94%-364.6pp |
| Employer contribution / active EE | $13,163 | $3,609+264.7% | $3,048+331.9% | $4,751+177.1% |
| Participant deferral / active EE | $1,670 | $5,392-69.0% | $4,738-64.7% | $6,710-75.1% |
| Admin fee / account holder | $0 | $14,026-100.0% | $8,948-100.0% | $11,403-100.0% |