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 | $7,010 | $96,635-92.7% | $86,612-91.9% | $139,434-95.0% |
| Participation rate | 77.8% | 74.4%+3.4pp | 71.7%+6.1pp | 80.3%-2.5pp |
| Annual return | 10.60% | 106.41%-95.8pp | 591.07%-580.5pp | 372.94%-362.3pp |
| Employer contribution / active EE | $1,227 | $3,263-62.4% | $3,022-59.4% | $4,751-74.2% |
| Participant deferral / active EE | $0 | $4,836-100.0% | $4,438-100.0% | $6,710-100.0% |
| Admin fee / account holder | $92 | $6,408-98.6% | $5,614-98.4% | $11,403-99.2% |