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 | $19,871 | $169,032-88.2% | $129,207-84.6% | $145,922-86.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 5.45% | 14330.11%-14324.7pp | 9417.33%-9411.9pp | 561.29%-555.8pp |
| Employer contribution / active EE | $1,262 | $5,537-77.2% | $4,153-69.6% | $4,660-72.9% |
| Participant deferral / active EE | $2,524 | $4,987-49.4% | $4,168-39.4% | $6,688-62.3% |
| Admin fee / account holder | $174 | $9,954-98.3% | $7,715-97.7% | $13,397-98.7% |