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 | $21,800 | $102,966-78.8% | $90,281-75.9% | $152,861-85.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 3.23% | 95.16%-91.9pp | 78.10%-74.9pp | 345.32%-342.1pp |
| Employer contribution / active EE | $2,998 | $3,139-4.5% | $2,854+5.0% | $4,762-37.0% |
| Participant deferral / active EE | $4,282 | $4,2810% | $3,885+10.2% | $5,850-26.8% |
| Admin fee / account holder | $149 | $6,171-97.6% | $5,351-97.2% | $11,596-98.7% |