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 9-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 | $30,549 | $106,890-71.4% | $84,015-63.6% | $152,861-80.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 2.13% | 104.99%-102.9pp | 71.31%-69.2pp | 345.32%-343.2pp |
| Employer contribution / active EE | $5,236 | $2,734+91.5% | $1,983+164.0% | $4,762+10.0% |
| Participant deferral / active EE | $2,867 | $4,011-28.5% | $3,239-11.5% | $5,850-51.0% |
| Admin fee / account holder | $141 | $8,285-98.3% | $6,101-97.7% | $11,596-98.8% |