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 5-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 | $10,898 | $110,502-90.1% | $80,716-86.5% | $167,490-93.5% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 3.05% | 120.54%-117.5pp | 87.28%-84.2pp | 478.56%-475.5pp |
| Employer contribution / active EE | $701 | $1,543-54.6% | $1,160-39.6% | $4,837-85.5% |
| Participant deferral / active EE | $5,803 | $2,871+102.1% | $2,146+170.4% | $6,341-8.5% |
| Admin fee / account holder | $110 | $4,545-97.6% | $3,380-96.8% | $12,309-99.1% |