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 | $14,777 | $48,795-69.7% | $65,493-77.4% | $84,808-82.6% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 3.97% | 20.20%-16.2pp | 982.45%-978.5pp | 40.90%-36.9pp |
| Employer contribution / active EE | $1,143 | $1,930-40.8% | $2,574-55.6% | $2,631-56.6% |
| Participant deferral / active EE | $0 | $2,928-100.0% | $3,961-100.0% | $4,212-100.0% |
| Admin fee / account holder | $80 | $3,877-97.9% | $5,028-98.4% | $7,344-98.9% |