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 10-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 | $35,920 | $127,065-71.7% | $113,168-68.3% | $142,382-74.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 0.53% | 24.03%-23.5pp | 24.27%-23.7pp | 217.08%-216.5pp |
| Employer contribution / active EE | $1,429 | $3,442-58.5% | $2,975-52.0% | $4,299-66.8% |
| Participant deferral / active EE | $0 | $5,716-100.0% | $5,107-100.0% | $6,507-100.0% |
| Admin fee / account holder | $56 | $15,736-99.6% | $12,068-99.5% | $12,624-99.6% |