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 4-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 | $7,970 | $99,918-92.0% | $81,382-90.2% | $145,922-94.5% |
| Participation rate | 72.7% | 74.2%-1.4pp | 69.5%+3.2pp | 80.3%-7.5pp |
| Annual return | 5.20% | 34.32%-29.1pp | 24.73%-19.5pp | 561.29%-556.1pp |
| Employer contribution / active EE | $0 | $2,978-100.0% | $2,463-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $3,883-100.0% | $6,688-100.0% |
| Admin fee / account holder | $13 | $8,212-99.8% | $5,768-99.8% | $13,397-99.9% |