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 | $21,385 | $105,998-79.8% | $92,233-76.8% | $147,584-85.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 5.67% | 50.05%-44.4pp | 176.28%-170.6pp | 578.55%-572.9pp |
| Employer contribution / active EE | $8,868 | $4,333+104.7% | $3,679+141.0% | $4,876+81.9% |
| Participant deferral / active EE | $3,724 | $4,478-16.8% | $3,897-4.4% | $5,439-31.5% |
| Admin fee / account holder | $69 | $6,332-98.9% | $5,194-98.7% | $10,885-99.4% |