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 | $16,615 | $124,281-86.6% | $109,143-84.8% | $167,490-90.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 7.79% | 26.04%-18.2pp | 25.75%-18.0pp | 478.56%-470.8pp |
| Employer contribution / active EE | $1,838 | $4,207-56.3% | $3,722-50.6% | $4,837-62.0% |
| Participant deferral / active EE | $2,487 | $5,255-52.7% | $4,653-46.6% | $6,341-60.8% |
| Admin fee / account holder | $8 | $7,970-99.9% | $6,752-99.9% | $12,309-99.9% |