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 | $28,862 | $126,574-77.2% | $106,213-72.8% | $145,922-80.2% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 7.24% | 224.79%-217.5pp | 116.14%-108.9pp | 561.29%-554.0pp |
| Employer contribution / active EE | $1,413 | $3,730-62.1% | $3,171-55.5% | $4,660-69.7% |
| Participant deferral / active EE | $4,603 | $5,724-19.6% | $5,016-8.2% | $6,688-31.2% |
| Admin fee / account holder | $0 | $17,304-100.0% | $11,033-100.0% | $13,397-100.0% |