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 9-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 | $14,828 | $91,190-83.7% | $178,490-91.7% | $79,858-81.4% |
| Participation rate | 94.7% | 69.2%+25.5pp | 81.9%+12.8pp | 69.6%+25.1pp |
| Annual return | 8.63% | 24.19%-15.6pp | 151.07%-142.4pp | 31.71%-23.1pp |
| Employer contribution / active EE | $792 | $3,256-75.7% | $5,011-84.2% | $2,471-68.0% |
| Participant deferral / active EE | $2,693 | $3,236-16.8% | $5,202-48.2% | $3,740-28.0% |
| Admin fee / account holder | $285 | $6,751-95.8% | $13,984-98.0% | $5,306-94.6% |