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 | $22,011 | $100,852-78.2% | $90,404-75.7% | $158,922-86.1% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.7%+14.8pp | 82.0%+5.5pp |
| Annual return | 2.36% | 1724.20%-1721.8pp | 1293.02%-1290.7pp | 302.83%-300.5pp |
| Employer contribution / active EE | $688 | $3,689-81.4% | $3,262-78.9% | $4,761-85.6% |
| Participant deferral / active EE | $976 | $4,348-77.6% | $3,963-75.4% | $5,982-83.7% |
| Admin fee / account holder | $126 | $6,501-98.1% | $5,611-97.8% | $11,246-98.9% |