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 | $22,634 | $100,852-77.6% | $90,404-75.0% | $158,922-85.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 2.99% | 1724.20%-1721.2pp | 1293.02%-1290.0pp | 302.83%-299.8pp |
| Employer contribution / active EE | $1,885 | $3,689-48.9% | $3,262-42.2% | $4,761-60.4% |
| Participant deferral / active EE | $2,857 | $4,348-34.3% | $3,963-27.9% | $5,982-52.2% |
| Admin fee / account holder | $6 | $6,501-99.9% | $5,611-99.9% | $11,246-99.9% |