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 | $28,015 | $88,751-68.4% | $81,812-65.8% | $145,922-80.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 7.74% | 1025.40%-1017.7pp | 773.79%-766.0pp | 561.29%-553.5pp |
| Employer contribution / active EE | $2,004 | $3,083-35.0% | $2,912-31.2% | $4,660-57.0% |
| Participant deferral / active EE | $3,960 | $4,643-14.7% | $4,319-8.3% | $6,688-40.8% |
| Admin fee / account holder | $167 | $8,415-98.0% | $7,386-97.7% | $13,397-98.8% |