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 | $16,895 | $158,398-89.3% | $126,539-86.6% | $142,382-88.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 3.26% | 593.76%-590.5pp | 425.95%-422.7pp | 217.08%-213.8pp |
| Employer contribution / active EE | $2,237 | $4,650-51.9% | $3,674-39.1% | $4,299-48.0% |
| Participant deferral / active EE | $8,404 | $4,767+76.3% | $4,083+105.8% | $6,507+29.1% |
| Admin fee / account holder | $99 | $6,918-98.6% | $6,065-98.4% | $12,624-99.2% |