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 5-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 | $14,106 | $114,047-87.6% | $96,139-85.3% | $167,490-91.6% |
| Participation rate | 80.0% | 75.1%+4.9pp | 68.4%+11.6pp | 82.1%-2.1pp |
| Annual return | 2.44% | 189.88%-187.4pp | 191.94%-189.5pp | 478.56%-476.1pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,797-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,370 | $5,194-73.6% | $4,349-68.5% | $6,341-78.4% |
| Admin fee / account holder | $44 | $6,897-99.4% | $5,537-99.2% | $12,309-99.6% |