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 9-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 | $12,041 | $70,606-82.9% | $53,898-77.7% | $142,382-91.5% |
| Participation rate | 73.9% | 63.7%+10.2pp | 55.0%+19.0pp | 80.1%-6.2pp |
| Annual return | 5.50% | 619.81%-614.3pp | 528.60%-523.1pp | 217.08%-211.6pp |
| Employer contribution / active EE | $526 | $1,202-56.2% | $932-43.5% | $4,299-87.8% |
| Participant deferral / active EE | $614 | $2,364-74.0% | $1,826-66.4% | $6,507-90.6% |
| Admin fee / account holder | $289 | $2,852-89.9% | $2,491-88.4% | $12,624-97.7% |