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 | $29,932 | $201,272-85.1% | $184,203-83.8% | $145,922-79.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.73% | 29.00%-20.3pp | 28.81%-20.1pp | 561.29%-552.6pp |
| Employer contribution / active EE | $1,800 | $7,022-74.4% | $6,427-72.0% | $4,660-61.4% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,131-100.0% | $6,688-100.0% |
| Admin fee / account holder | $233 | $16,364-98.6% | $13,901-98.3% | $13,397-98.3% |