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 | $16,988 | $109,327-84.5% | $89,391-81.0% | $158,922-89.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 3.11% | 345.68%-342.6pp | 245.62%-242.5pp | 302.83%-299.7pp |
| Employer contribution / active EE | $1,017 | $3,170-67.9% | $2,586-60.7% | $4,761-78.6% |
| Participant deferral / active EE | $2,921 | $4,598-36.5% | $3,890-24.9% | $5,982-51.2% |
| Admin fee / account holder | $15 | $6,153-99.8% | $4,881-99.7% | $11,246-99.9% |