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 7-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 | $16,158 | $70,756-77.2% | $65,493-75.3% | $142,382-88.7% |
| Participation rate | 80.0% | 77.4%+2.6pp | 73.1%+6.9pp | 80.1%-0.1pp |
| Annual return | 10.65% | 1754.89%-1744.2pp | 982.45%-971.8pp | 217.08%-206.4pp |
| Employer contribution / active EE | $557 | $2,881-80.6% | $2,574-78.3% | $4,299-87.0% |
| Participant deferral / active EE | $996 | $4,637-78.5% | $3,961-74.9% | $6,507-84.7% |
| Admin fee / account holder | $116 | $6,559-98.2% | $5,028-97.7% | $12,624-99.1% |