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 | $23,248 | $70,756-67.1% | $65,493-64.5% | $142,382-83.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 3.45% | 1754.89%-1751.4pp | 982.45%-979.0pp | 217.08%-213.6pp |
| Employer contribution / active EE | $2,281 | $2,881-20.8% | $2,574-11.4% | $4,299-46.9% |
| Participant deferral / active EE | $960 | $4,637-79.3% | $3,961-75.8% | $6,507-85.2% |
| Admin fee / account holder | $0 | $6,559-100.0% | $5,028-100.0% | $12,624-100.0% |