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 | $17,405 | $74,888-76.8% | $71,209-75.6% | $142,382-87.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 4.80% | 345.14%-340.3pp | 282.51%-277.7pp | 217.08%-212.3pp |
| Employer contribution / active EE | $535 | $2,854-81.3% | $2,721-80.3% | $4,299-87.6% |
| Participant deferral / active EE | $2,415 | $4,454-45.8% | $4,175-42.2% | $6,507-62.9% |
| Admin fee / account holder | $58 | $5,568-99.0% | $5,349-98.9% | $12,624-99.5% |