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 | $7,324 | $123,909-94.1% | $69,647-89.5% | $145,922-95.0% |
| Participation rate | 78.9% | 69.2%+9.7pp | 66.5%+12.5pp | 80.3%-1.3pp |
| Annual return | 5.44% | 190.55%-185.1pp | 100.48%-95.0pp | 561.29%-555.9pp |
| Employer contribution / active EE | $3,295 | $2,682+22.9% | $1,712+92.4% | $4,660-29.3% |
| Participant deferral / active EE | $2,816 | $4,236-33.5% | $2,886-2.4% | $6,688-57.9% |
| Admin fee / account holder | $70 | $7,863-99.1% | $4,713-98.5% | $13,397-99.5% |