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 | $16,083 | $102,966-84.4% | $90,281-82.2% | $152,861-89.5% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.4%-7.4pp |
| Annual return | 4.54% | 95.16%-90.6pp | 78.10%-73.6pp | 345.32%-340.8pp |
| Employer contribution / active EE | $1,573 | $3,139-49.9% | $2,854-44.9% | $4,762-67.0% |
| Participant deferral / active EE | $2,675 | $4,281-37.5% | $3,885-31.1% | $5,850-54.3% |
| Admin fee / account holder | $5 | $6,171-99.9% | $5,351-99.9% | $11,596-100.0% |