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 | $22,256 | $104,974-78.8% | $95,585-76.7% | $142,382-84.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 1.86% | 210.33%-208.5pp | 38.56%-36.7pp | 217.08%-215.2pp |
| Employer contribution / active EE | $981 | $2,779-64.7% | $2,527-61.2% | $4,299-77.2% |
| Participant deferral / active EE | $3,202 | $4,352-26.4% | $4,023-20.4% | $6,507-50.8% |
| Admin fee / account holder | $23 | $6,386-99.6% | $6,127-99.6% | $12,624-99.8% |