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 | $18,903 | $97,744-80.7% | $103,476-81.7% | $145,922-87.0% |
| Participation rate | 72.7% | 81.1%-8.4pp | 80.5%-7.8pp | 80.3%-7.5pp |
| Annual return | 9.12% | 25.41%-16.3pp | 23.90%-14.8pp | 561.29%-552.2pp |
| Employer contribution / active EE | $2,684 | $4,677-42.6% | $4,672-42.5% | $4,660-42.4% |
| Participant deferral / active EE | $0 | $6,603-100.0% | $6,623-100.0% | $6,688-100.0% |
| Admin fee / account holder | $216 | $12,515-98.3% | $9,413-97.7% | $13,397-98.4% |