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 6-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 | $30,775 | $118,849-74.1% | $96,562-68.1% | $167,490-81.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 5.61% | 50.49%-44.9pp | 37.78%-32.2pp | 478.56%-473.0pp |
| Employer contribution / active EE | $3,423 | $3,120+9.7% | $2,356+45.3% | $4,837-29.2% |
| Participant deferral / active EE | $8,713 | $4,616+88.7% | $3,849+126.4% | $6,341+37.4% |
| Admin fee / account holder | $144 | $8,065-98.2% | $6,181-97.7% | $12,309-98.8% |