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 | $17,294 | $53,516-67.7% | $126,539-86.3% | $84,808-79.6% |
| Participation rate | 100.0% | 58.2%+41.8pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 9.40% | 58.34%-48.9pp | 425.95%-416.5pp | 40.90%-31.5pp |
| Employer contribution / active EE | $1,773 | $1,535+15.5% | $3,674-51.8% | $2,631-32.6% |
| Participant deferral / active EE | $0 | $2,671-100.0% | $4,083-100.0% | $4,212-100.0% |
| Admin fee / account holder | $12 | $4,497-99.7% | $6,065-99.8% | $7,344-99.8% |