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 8-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 | $11,180 | $97,744-88.6% | $103,476-89.2% | $145,922-92.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 6.52% | 25.41%-18.9pp | 23.90%-17.4pp | 561.29%-554.8pp |
| Employer contribution / active EE | $2,500 | $4,677-46.5% | $4,672-46.5% | $4,660-46.3% |
| Participant deferral / active EE | $0 | $6,603-100.0% | $6,623-100.0% | $6,688-100.0% |
| Admin fee / account holder | $101 | $12,515-99.2% | $9,413-98.9% | $13,397-99.2% |