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 8-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 | $8,140 | $72,400-88.8% | $67,502-87.9% | $145,922-94.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 4.74% | 7182.46%-7177.7pp | 3512.12%-3507.4pp | 561.29%-556.5pp |
| Employer contribution / active EE | $1,578 | $3,069-48.6% | $2,731-42.2% | $4,660-66.1% |
| Participant deferral / active EE | $2,930 | $4,783-38.7% | $4,000-26.7% | $6,688-56.2% |
| Admin fee / account holder | $137 | $5,539-97.5% | $3,998-96.6% | $13,397-99.0% |