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 | $26,438 | $60,124-56.0% | $90,404-70.8% | $79,858-66.9% |
| Participation rate | 89.1% | 65.0%+24.1pp | 72.7%+16.4pp | 69.6%+19.5pp |
| Annual return | 8.79% | 71.94%-63.1pp | 1293.02%-1284.2pp | 31.71%-22.9pp |
| Employer contribution / active EE | $1,099 | $2,068-46.9% | $3,262-66.3% | $2,471-55.5% |
| Participant deferral / active EE | $1,437 | $2,938-51.1% | $3,963-63.8% | $3,740-61.6% |
| Admin fee / account holder | $244 | $3,976-93.9% | $5,611-95.6% | $5,306-95.4% |