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 | $22,223 | $100,852-78.0% | $90,404-75.4% | $158,922-86.0% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 4.01% | 1724.20%-1720.2pp | 1293.02%-1289.0pp | 302.83%-298.8pp |
| Employer contribution / active EE | $1,109 | $3,689-69.9% | $3,262-66.0% | $4,761-76.7% |
| Participant deferral / active EE | $2,666 | $4,348-38.7% | $3,963-32.7% | $5,982-55.4% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |