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 | $12,912 | $35,183-63.3% | $73,545-82.4% | $70,131-81.6% |
| Participation rate | 100.0% | 42.9%+57.1pp | 54.9%+45.1pp | 69.5%+30.5pp |
| Annual return | 12.58% | 26.90%-14.3pp | -15.16%+27.7pp | 73.14%-60.6pp |
| Employer contribution / active EE | $272 | $709-61.6% | $1,219-77.7% | $2,342-88.4% |
| Participant deferral / active EE | $1,076 | $1,220-11.8% | $1,806-40.4% | $3,332-67.7% |
| Admin fee / account holder | $0 | $2,302-100.0% | $2,320-100.0% | $4,645-100.0% |