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 9-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 | $23,099 | $100,852-77.1% | $90,404-74.4% | $158,922-85.5% |
| Participation rate | 77.8% | 75.0%+2.8pp | 72.7%+5.1pp | 82.0%-4.2pp |
| Annual return | 0.94% | 1724.20%-1723.3pp | 1293.02%-1292.1pp | 302.83%-301.9pp |
| Employer contribution / active EE | $1,442 | $3,689-60.9% | $3,262-55.8% | $4,761-69.7% |
| Participant deferral / active EE | $2,926 | $4,348-32.7% | $3,963-26.2% | $5,982-51.1% |
| Admin fee / account holder | $259 | $6,501-96.0% | $5,611-95.4% | $11,246-97.7% |