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 | $23,217 | $273,961-91.5% | $73,392-68.4% | $273,961-91.5% |
| Participation rate | 87.5% | 83.0%+4.5pp | 59.9%+27.6pp | 83.0%+4.5pp |
| Annual return | 0.90% | 41.45%-40.6pp | 19.19%-18.3pp | 41.45%-40.6pp |
| Employer contribution / active EE | $11,714 | $4,869+140.6% | $4,789+144.6% | $4,869+140.6% |
| Participant deferral / active EE | $0 | $5,287-100.0% | $5,472-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $10,132-100.0% | $512-100.0% | $10,132-100.0% |