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 | $34,807 | $85,022-59.1% | $70,515-50.6% | $139,434-75.0% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 7.52% | 30.38%-22.9pp | 32.77%-25.3pp | 372.94%-365.4pp |
| Employer contribution / active EE | $13,480 | $3,909+244.8% | $2,973+353.3% | $4,751+183.7% |
| Participant deferral / active EE | $7,500 | $5,890+27.3% | $4,567+64.2% | $6,710+11.8% |
| Admin fee / account holder | $33 | $8,906-99.6% | $6,412-99.5% | $11,403-99.7% |