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 | $16,087 | $99,020-83.8% | $86,590-81.4% | $147,584-89.1% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 7.63% | 1312.34%-1304.7pp | 964.84%-957.2pp | 578.55%-570.9pp |
| Employer contribution / active EE | $7,784 | $3,132+148.5% | $2,839+174.2% | $4,876+59.6% |
| Participant deferral / active EE | $4,307 | $3,972+8.4% | $3,609+19.4% | $5,439-20.8% |
| Admin fee / account holder | $66 | $5,710-98.9% | $4,906-98.7% | $10,885-99.4% |