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 3-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 | $7,491 | $76,738-90.2% | $56,411-86.7% | $145,922-94.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 4.39% | 2994.23%-2989.8pp | 1701.33%-1696.9pp | 561.29%-556.9pp |
| Employer contribution / active EE | $882 | $1,380-36.1% | $1,039-15.1% | $4,660-81.1% |
| Participant deferral / active EE | $2,447 | $2,623-6.7% | $1,952+25.3% | $6,688-63.4% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,397-100.0% |