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 | $25,045 | $150,440-83.4% | $136,294-81.6% | $147,584-83.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 7.34% | 1049.08%-1041.7pp | 5155.94%-5148.6pp | 578.55%-571.2pp |
| Employer contribution / active EE | $1,483 | $5,256-71.8% | $4,695-68.4% | $4,876-69.6% |
| Participant deferral / active EE | $2,966 | $6,630-55.3% | $6,247-52.5% | $5,439-45.5% |
| Admin fee / account holder | $168 | $10,905-98.5% | $9,243-98.2% | $10,885-98.5% |