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 | $13,975 | $81,248-82.8% | $155,509-91.0% | $80,856-82.7% |
| Participation rate | 90.9% | 66.2%+24.7pp | 78.2%+12.7pp | 67.6%+23.3pp |
| Annual return | 4.87% | 33.31%-28.4pp | 64.67%-59.8pp | 35.59%-30.7pp |
| Employer contribution / active EE | $722 | $3,100-76.7% | $4,672-84.6% | $2,755-73.8% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,626-100.0% | $4,296-100.0% |
| Admin fee / account holder | $8 | $7,997-99.9% | $15,912-99.9% | $6,918-99.9% |