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 6-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 | $12,572 | $96,635-87.0% | $86,612-85.5% | $139,434-91.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 5.17% | 106.41%-101.2pp | 591.07%-585.9pp | 372.94%-367.8pp |
| Employer contribution / active EE | $1,750 | $3,263-46.4% | $3,022-42.1% | $4,751-63.2% |
| Participant deferral / active EE | $1,750 | $4,836-63.8% | $4,438-60.6% | $6,710-73.9% |
| Admin fee / account holder | $106 | $6,408-98.4% | $5,614-98.1% | $11,403-99.1% |