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 | $72,892 | $99,020-26.4% | $86,590-15.8% | $147,584-50.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 3.07% | 1312.34%-1309.3pp | 964.84%-961.8pp | 578.55%-575.5pp |
| Employer contribution / active EE | $1,818 | $3,132-41.9% | $2,839-36.0% | $4,876-62.7% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4 | $5,710-99.9% | $4,906-99.9% | $10,885-100.0% |