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 | $41,170 | $109,327-62.3% | $89,391-53.9% | $158,922-74.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 0.92% | 345.68%-344.8pp | 245.62%-244.7pp | 302.83%-301.9pp |
| Employer contribution / active EE | $704 | $3,170-77.8% | $2,586-72.8% | $4,761-85.2% |
| Participant deferral / active EE | $1,920 | $4,598-58.2% | $3,890-50.6% | $5,982-67.9% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |