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 | $27,471 | $126,574-78.3% | $106,213-74.1% | $145,922-81.2% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 5.31% | 224.79%-219.5pp | 116.14%-110.8pp | 561.29%-556.0pp |
| Employer contribution / active EE | $850 | $3,730-77.2% | $3,171-73.2% | $4,660-81.8% |
| Participant deferral / active EE | $0 | $5,724-100.0% | $5,016-100.0% | $6,688-100.0% |
| Admin fee / account holder | $72 | $17,304-99.6% | $11,033-99.4% | $13,397-99.5% |