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 | $57,614 | $88,751-35.1% | $81,812-29.6% | $145,922-60.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 9.13% | 1025.40%-1016.3pp | 773.79%-764.7pp | 561.29%-552.2pp |
| Employer contribution / active EE | $1,615 | $3,083-47.6% | $2,912-44.5% | $4,660-65.3% |
| Participant deferral / active EE | $1,615 | $4,643-65.2% | $4,319-62.6% | $6,688-75.9% |
| Admin fee / account holder | $225 | $8,415-97.3% | $7,386-97.0% | $13,397-98.3% |