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 | $8,408 | $34,308-75.5% | $74,701-88.7% | $72,985-88.5% |
| Participation rate | 77.8% | 42.4%+35.4pp | 54.5%+23.3pp | 69.5%+8.3pp |
| Annual return | 14.30% | 26.58%-12.3pp | 752.92%-738.6pp | 81.00%-66.7pp |
| Employer contribution / active EE | $396 | $692-42.7% | $1,084-63.4% | $2,440-83.8% |
| Participant deferral / active EE | $1,126 | $1,271-11.4% | $1,964-42.7% | $3,607-68.8% |
| Admin fee / account holder | $222 | $2,124-89.6% | $3,333-93.3% | $5,124-95.7% |