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 7-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 | $2,809 | $30,400-90.8% | $53,898-94.8% | $84,808-96.7% |
| Participation rate | 100.0% | 46.4%+53.6pp | 55.0%+45.0pp | 68.3%+31.7pp |
| Annual return | 8.45% | 500.19%-491.7pp | 528.60%-520.2pp | 40.90%-32.5pp |
| Employer contribution / active EE | $599 | $603-0.7% | $932-35.8% | $2,631-77.2% |
| Participant deferral / active EE | $0 | $1,199-100.0% | $1,826-100.0% | $4,212-100.0% |
| Admin fee / account holder | $72 | $1,993-96.4% | $2,491-97.1% | $7,344-99.0% |