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 9-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 | $8,751 | $29,660-70.5% | $56,411-84.5% | $80,856-89.2% |
| Participation rate | 95.3% | 41.6%+53.7pp | 52.5%+42.9pp | 67.6%+27.7pp |
| Annual return | 10.39% | 35.23%-24.8pp | 1701.33%-1690.9pp | 35.59%-25.2pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,027 | $1,226-16.2% | $1,952-47.4% | $4,296-76.1% |
| Admin fee / account holder | $236 | $2,428-90.3% | $2,829-91.7% | $6,918-96.6% |