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 | $24,991 | $70,606-64.6% | $53,898-53.6% | $142,382-82.4% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 5.61% | 619.81%-614.2pp | 528.60%-523.0pp | 217.08%-211.5pp |
| Employer contribution / active EE | $231 | $1,202-80.8% | $932-75.2% | $4,299-94.6% |
| Participant deferral / active EE | $770 | $2,364-67.4% | $1,826-57.9% | $6,507-88.2% |
| Admin fee / account holder | $39 | $2,852-98.6% | $2,491-98.4% | $12,624-99.7% |