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 | $15,815 | $77,419-79.6% | $69,455-77.2% | $152,861-89.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 3.42% | 39.06%-35.6pp | 28.97%-25.5pp | 345.32%-341.9pp |
| Employer contribution / active EE | $497 | $3,315-85.0% | $2,779-82.1% | $4,762-89.6% |
| Participant deferral / active EE | $17,349 | $4,414+293.1% | $3,535+390.7% | $5,850+196.6% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,839-100.0% | $11,596-100.0% |