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 | $13,004 | $99,877-87.0% | $84,966-84.7% | $145,922-91.1% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 6.86% | 83.76%-76.9pp | 66.38%-59.5pp | 561.29%-554.4pp |
| Employer contribution / active EE | $388 | $3,231-88.0% | $2,727-85.8% | $4,660-91.7% |
| Participant deferral / active EE | $1,220 | $5,291-76.9% | $4,519-73.0% | $6,688-81.8% |
| Admin fee / account holder | $75 | $7,248-99.0% | $6,149-98.8% | $13,397-99.4% |