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 | $20,460 | $105,998-80.7% | $92,233-77.8% | $147,584-86.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 8.57% | 50.05%-41.5pp | 176.28%-167.7pp | 578.55%-570.0pp |
| Employer contribution / active EE | $2,593 | $4,333-40.2% | $3,679-29.5% | $4,876-46.8% |
| Participant deferral / active EE | $3,228 | $4,478-27.9% | $3,897-17.1% | $5,439-40.6% |
| Admin fee / account holder | $48 | $6,332-99.2% | $5,194-99.1% | $10,885-99.6% |