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 | $33,471 | $81,632-59.0% | $70,449-52.5% | $158,922-78.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 0.83% | 208.40%-207.6pp | 109.03%-108.2pp | 302.83%-302.0pp |
| Employer contribution / active EE | $1,664 | $3,217-48.3% | $2,737-39.2% | $4,761-65.0% |
| Participant deferral / active EE | $1,012 | $4,554-77.8% | $3,709-72.7% | $5,982-83.1% |
| Admin fee / account holder | $0 | $6,193-100.0% | $3,845-100.0% | $11,246-100.0% |