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 9-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 | $54,061 | $99,020-45.4% | $86,590-37.6% | $147,584-63.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 2.21% | 1312.34%-1310.1pp | 964.84%-962.6pp | 578.55%-576.3pp |
| Employer contribution / active EE | $1,964 | $3,132-37.3% | $2,839-30.8% | $4,876-59.7% |
| Participant deferral / active EE | $10,959 | $3,972+175.9% | $3,609+203.7% | $5,439+101.5% |
| Admin fee / account holder | $30 | $5,710-99.5% | $4,906-99.4% | $10,885-99.7% |