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 | $11,171 | $100,852-88.9% | $90,404-87.6% | $158,922-93.0% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 2.58% | 1724.20%-1721.6pp | 1293.02%-1290.4pp | 302.83%-300.2pp |
| Employer contribution / active EE | $1,260 | $3,689-65.8% | $3,262-61.4% | $4,761-73.5% |
| Participant deferral / active EE | $1,598 | $4,348-63.3% | $3,963-59.7% | $5,982-73.3% |
| Admin fee / account holder | $123 | $6,501-98.1% | $5,611-97.8% | $11,246-98.9% |