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 | $10,889 | $109,982-90.1% | $97,226-88.8% | $145,922-92.5% |
| Participation rate | 76.9% | 75.9%+1.0pp | 72.7%+4.2pp | 80.3%-3.4pp |
| Annual return | 4.59% | 242.90%-238.3pp | 75.13%-70.5pp | 561.29%-556.7pp |
| Employer contribution / active EE | $1,354 | $3,084-56.1% | $2,729-50.4% | $4,660-70.9% |
| Participant deferral / active EE | $1,135 | $4,676-75.7% | $4,264-73.4% | $6,688-83.0% |
| Admin fee / account holder | $169 | $6,221-97.3% | $5,654-97.0% | $13,397-98.7% |